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
1801
$14K ﹤0.01%
+115
1802
$14K ﹤0.01%
+407
1803
$14K ﹤0.01%
+533
1804
$14K ﹤0.01%
+250
1805
$14K ﹤0.01%
+2,263
1806
$14K ﹤0.01%
+145
1807
$14K ﹤0.01%
+626
1808
$13K ﹤0.01%
+451
1809
$13K ﹤0.01%
+700
1810
$13K ﹤0.01%
+510
1811
$13K ﹤0.01%
+999
1812
$13K ﹤0.01%
+378
1813
$13K ﹤0.01%
+783
1814
$13K ﹤0.01%
+40
1815
$13K ﹤0.01%
+465
1816
$13K ﹤0.01%
+213
1817
$13K ﹤0.01%
+472
1818
$13K ﹤0.01%
+385
1819
$13K ﹤0.01%
+92
1820
$13K ﹤0.01%
+515
1821
$13K ﹤0.01%
+143
1822
$13K ﹤0.01%
+172
1823
$13K ﹤0.01%
+55
1824
$13K ﹤0.01%
+130
1825
$13K ﹤0.01%
+490