HI

Harbour Investments Portfolio holdings

AUM $4.93B
1-Year Est. Return 16.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.16%
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 +$84.5M
2 +$48.8M
3 +$45.1M
4
FVD icon
First Trust Value Line Dividend Fund
FVD
+$40.9M
5
AAPL icon
Apple
AAPL
+$38.7M

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%
+87
2127
$6K ﹤0.01%
+297
2128
$6K ﹤0.01%
+300
2129
$6K ﹤0.01%
+173
2130
$6K ﹤0.01%
+100
2131
$6K ﹤0.01%
+61
2132
$6K ﹤0.01%
+249
2133
$6K ﹤0.01%
+72
2134
$6K ﹤0.01%
+259
2135
$6K ﹤0.01%
+95
2136
$6K ﹤0.01%
+1,000
2137
$6K ﹤0.01%
+50
2138
$6K ﹤0.01%
+150
2139
$6K ﹤0.01%
+318
2140
$6K ﹤0.01%
+625
2141
$6K ﹤0.01%
+221
2142
$6K ﹤0.01%
+124
2143
$6K ﹤0.01%
+184
2144
$6K ﹤0.01%
+3,434
2145
$6K ﹤0.01%
+210
2146
$6K ﹤0.01%
+152
2147
$5K ﹤0.01%
+20,000
2148
$5K ﹤0.01%
+200
2149
$5K ﹤0.01%
+100
2150
$5K ﹤0.01%
+288