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
2101
$6K ﹤0.01%
+100
2102
$6K ﹤0.01%
+250
2103
$6K ﹤0.01%
+2,524
2104
$6K ﹤0.01%
+264
2105
$6K ﹤0.01%
+4
2106
$6K ﹤0.01%
+112
2107
$6K ﹤0.01%
+518
2108
$6K ﹤0.01%
+184
2109
$6K ﹤0.01%
+325
2110
$6K ﹤0.01%
+155
2111
$6K ﹤0.01%
+1,450
2112
$6K ﹤0.01%
+163
2113
$6K ﹤0.01%
+100
2114
$6K ﹤0.01%
+690
2115
$6K ﹤0.01%
+113
2116
$6K ﹤0.01%
+87
2117
$6K ﹤0.01%
+297
2118
$6K ﹤0.01%
+300
2119
$6K ﹤0.01%
+184
2120
$6K ﹤0.01%
+3,434
2121
$6K ﹤0.01%
+210
2122
$6K ﹤0.01%
+152
2123
$6K ﹤0.01%
+32
2124
$6K ﹤0.01%
+124
2125
$6K ﹤0.01%
+1,237