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
1976
$9K ﹤0.01%
+83
1977
$9K ﹤0.01%
+410
1978
$9K ﹤0.01%
+499
1979
$9K ﹤0.01%
+190
1980
$9K ﹤0.01%
+44
1981
$9K ﹤0.01%
+54
1982
$9K ﹤0.01%
+627
1983
$9K ﹤0.01%
+325
1984
$9K ﹤0.01%
+2,289
1985
$9K ﹤0.01%
+666
1986
$9K ﹤0.01%
+300
1987
$9K ﹤0.01%
+30
1988
$9K ﹤0.01%
+1,600
1989
$9K ﹤0.01%
+100
1990
$9K ﹤0.01%
+220
1991
$9K ﹤0.01%
+351
1992
$9K ﹤0.01%
+521
1993
$9K ﹤0.01%
+40
1994
$9K ﹤0.01%
+125
1995
$9K ﹤0.01%
+851
1996
$9K ﹤0.01%
+1,000
1997
$9K ﹤0.01%
+578
1998
$9K ﹤0.01%
+1,344
1999
$9K ﹤0.01%
+443
2000
$9K ﹤0.01%
+345