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
1626
$21K ﹤0.01%
+309
1627
$21K ﹤0.01%
+425
1628
$21K ﹤0.01%
+180
1629
$21K ﹤0.01%
+102
1630
$21K ﹤0.01%
+614
1631
$21K ﹤0.01%
+119
1632
$21K ﹤0.01%
+775
1633
$21K ﹤0.01%
+89
1634
$21K ﹤0.01%
+657
1635
$21K ﹤0.01%
+884
1636
$21K ﹤0.01%
+2,038
1637
$20K ﹤0.01%
+230
1638
$20K ﹤0.01%
+168
1639
$20K ﹤0.01%
+449
1640
$20K ﹤0.01%
+1,743
1641
$20K ﹤0.01%
+482
1642
$20K ﹤0.01%
+400
1643
$20K ﹤0.01%
+825
1644
$20K ﹤0.01%
+400
1645
$20K ﹤0.01%
+295
1646
$20K ﹤0.01%
+814
1647
$20K ﹤0.01%
+31
1648
$20K ﹤0.01%
+125
1649
$20K ﹤0.01%
+1,730
1650
$20K ﹤0.01%
+1,134
64 65
66
67 68