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
2051
$7K ﹤0.01%
+1,135
2052
$7K ﹤0.01%
+317
2053
$7K ﹤0.01%
+182
2054
$7K ﹤0.01%
+45
2055
$7K ﹤0.01%
+44
2056
$7K ﹤0.01%
+176
2057
$7K ﹤0.01%
+500
2058
$7K ﹤0.01%
+570
2059
$7K ﹤0.01%
+225
2060
$7K ﹤0.01%
+79
2061
$7K ﹤0.01%
+333
2062
$7K ﹤0.01%
+300
2063
$7K ﹤0.01%
+176
2064
$7K ﹤0.01%
+894
2065
$7K ﹤0.01%
+914
2066
$7K ﹤0.01%
+179
2067
$7K ﹤0.01%
+151
2068
$7K ﹤0.01%
+65
2069
$7K ﹤0.01%
+171
2070
$7K ﹤0.01%
+361
2071
$7K ﹤0.01%
+733
2072
$7K ﹤0.01%
+1,859
2073
$7K ﹤0.01%
+148
2074
$7K ﹤0.01%
+79
2075
$7K ﹤0.01%
+52