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
2076
$7K ﹤0.01%
+376
2077
$7K ﹤0.01%
+30
2078
$7K ﹤0.01%
+260
2079
$7K ﹤0.01%
+100
2080
$7K ﹤0.01%
+100
2081
$7K ﹤0.01%
+277
2082
$7K ﹤0.01%
+260
2083
$7K ﹤0.01%
+445
2084
$7K ﹤0.01%
+253
2085
$7K ﹤0.01%
+498
2086
$7K ﹤0.01%
+1,358
2087
$7K ﹤0.01%
+76
2088
$7K ﹤0.01%
+251
2089
$7K ﹤0.01%
+140
2090
$7K ﹤0.01%
+711
2091
$7K ﹤0.01%
+307
2092
$6K ﹤0.01%
+53
2093
$6K ﹤0.01%
+114
2094
$6K ﹤0.01%
+194
2095
$6K ﹤0.01%
+77
2096
$6K ﹤0.01%
+260
2097
$6K ﹤0.01%
+178
2098
$6K ﹤0.01%
+188
2099
$6K ﹤0.01%
+161
2100
$6K ﹤0.01%
+240