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
2126
$6K ﹤0.01%
+62
2127
$6K ﹤0.01%
+290
2128
$6K ﹤0.01%
+235
2129
$6K ﹤0.01%
+166
2130
$6K ﹤0.01%
+291
2131
$6K ﹤0.01%
+128
2132
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+184
2133
$6K ﹤0.01%
+201
2134
$6K ﹤0.01%
+173
2135
$6K ﹤0.01%
+100
2136
$6K ﹤0.01%
+61
2137
$6K ﹤0.01%
+249
2138
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+72
2139
$6K ﹤0.01%
+259
2140
$6K ﹤0.01%
+95
2141
$6K ﹤0.01%
+1,000
2142
$6K ﹤0.01%
+50
2143
$6K ﹤0.01%
+150
2144
$6K ﹤0.01%
+318
2145
$6K ﹤0.01%
+625
2146
$6K ﹤0.01%
+221
2147
$5K ﹤0.01%
+200
2148
$5K ﹤0.01%
+100
2149
$5K ﹤0.01%
+288
2150
$5K ﹤0.01%
+200