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Harbour Investments Portfolio holdings

AUM $6.48B
1-Year Est. Return 18.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.28%
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
+$84.5M
2
+$48.8M
3
+$45.1M
4
FVD icon
First Trust Value Line Dividend Fund
FVD
+$40.9M
5
AAPL icon
Apple
AAPL
+$38.7M

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
1926
$10K ﹤0.01%
+59
1927
$10K ﹤0.01%
+250
1928
$10K ﹤0.01%
+225
1929
$10K ﹤0.01%
+143
1930
$10K ﹤0.01%
+170
1931
$10K ﹤0.01%
+427
1932
$10K ﹤0.01%
+146
1933
$10K ﹤0.01%
+61
1934
$10K ﹤0.01%
+164
1935
$10K ﹤0.01%
+80
1936
$10K ﹤0.01%
+175
1937
$10K ﹤0.01%
+525
1938
$10K ﹤0.01%
+600
1939
$10K ﹤0.01%
+33
1940
$10K ﹤0.01%
+130
1941
$10K ﹤0.01%
+30
1942
$10K ﹤0.01%
+173
1943
$10K ﹤0.01%
+339
1944
$10K ﹤0.01%
+140
1945
$10K ﹤0.01%
+148
1946
$10K ﹤0.01%
+200
1947
$10K ﹤0.01%
+1,090
1948
$9K ﹤0.01%
+88
1949
$9K ﹤0.01%
+270
1950
$9K ﹤0.01%
+326
76 77
78
79 80