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
1876
$11K ﹤0.01%
+501
1877
$11K ﹤0.01%
+331
1878
$11K ﹤0.01%
+251
1879
$11K ﹤0.01%
+207
1880
$11K ﹤0.01%
+78
1881
$11K ﹤0.01%
+51
1882
$11K ﹤0.01%
+659
1883
$11K ﹤0.01%
+508
1884
$11K ﹤0.01%
+242
1885
$11K ﹤0.01%
+3,390
1886
$11K ﹤0.01%
+359
1887
$11K ﹤0.01%
+257
1888
$11K ﹤0.01%
+187
1889
$11K ﹤0.01%
+250
1890
$11K ﹤0.01%
+115
1891
$11K ﹤0.01%
+774
1892
$11K ﹤0.01%
+200
1893
$11K ﹤0.01%
+539
1894
$11K ﹤0.01%
+161
1895
$11K ﹤0.01%
+227
1896
$11K ﹤0.01%
+537
1897
$11K ﹤0.01%
+612
1898
$11K ﹤0.01%
+119
1899
$11K ﹤0.01%
+205
1900
$11K ﹤0.01%
+77