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
1701
$18K ﹤0.01%
+347
1702
$18K ﹤0.01%
+977
1703
$18K ﹤0.01%
+221
1704
$18K ﹤0.01%
+600
1705
$18K ﹤0.01%
+201
1706
$18K ﹤0.01%
+314
1707
$18K ﹤0.01%
+413
1708
$18K ﹤0.01%
+819
1709
$18K ﹤0.01%
+1,276
1710
$18K ﹤0.01%
+771
1711
$18K ﹤0.01%
+1,200
1712
$18K ﹤0.01%
+808
1713
$18K ﹤0.01%
+242
1714
$18K ﹤0.01%
+501
1715
$18K ﹤0.01%
+1,200
1716
$18K ﹤0.01%
+1,700
1717
$18K ﹤0.01%
+149
1718
$18K ﹤0.01%
+2,181
1719
$18K ﹤0.01%
+99
1720
$18K ﹤0.01%
+76
1721
$17K ﹤0.01%
+99
1722
$17K ﹤0.01%
+1,295
1723
$17K ﹤0.01%
+300
1724
$17K ﹤0.01%
+417
1725
$17K ﹤0.01%
+573