HI

Harbour Investments Portfolio holdings

AUM $4.41B
1-Year Est. Return 14.55%
This Quarter Est. Return
1 Year Est. Return
+14.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.48B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,899
New
Increased
Reduced
Closed

Top Buys

1 +$77.8M
2 +$44.1M
3 +$41.9M
4
FVD icon
First Trust Value Line Dividend Fund
FVD
+$39.2M
5
AAPL icon
Apple
AAPL
+$35M

Top Sells

No sells this quarter

Sector Composition

1 Technology 4.9%
2 Consumer Staples 2.94%
3 Financials 2.55%
4 Consumer Discretionary 2.55%
5 Healthcare 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1526
$26K ﹤0.01%
+707
1527
$26K ﹤0.01%
+562
1528
$26K ﹤0.01%
+1,519
1529
$26K ﹤0.01%
+744
1530
$26K ﹤0.01%
+342
1531
$26K ﹤0.01%
+560
1532
$26K ﹤0.01%
+7,400
1533
$25K ﹤0.01%
+630
1534
$25K ﹤0.01%
+1,000
1535
$25K ﹤0.01%
+906
1536
$25K ﹤0.01%
+823
1537
$25K ﹤0.01%
+936
1538
$25K ﹤0.01%
+881
1539
$25K ﹤0.01%
+365
1540
$25K ﹤0.01%
+6,326
1541
$25K ﹤0.01%
+141
1542
$25K ﹤0.01%
+163
1543
$25K ﹤0.01%
+800
1544
$25K ﹤0.01%
+665
1545
$25K ﹤0.01%
+300
1546
$25K ﹤0.01%
+1,013
1547
$25K ﹤0.01%
+1,917
1548
$25K ﹤0.01%
+230
1549
$25K ﹤0.01%
+1,194
1550
$25K ﹤0.01%
+914