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
2151
$5K ﹤0.01%
+200
2152
$5K ﹤0.01%
+207
2153
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+67
2154
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+150
2155
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+175
2156
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+264
2157
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+72
2158
$5K ﹤0.01%
+220
2159
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+243
2160
$5K ﹤0.01%
+750
2161
$5K ﹤0.01%
+115
2162
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+134
2163
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+462
2164
$5K ﹤0.01%
+100
2165
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+56
2166
$5K ﹤0.01%
+283
2167
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+90
2168
$5K ﹤0.01%
+162
2169
$5K ﹤0.01%
+805
2170
$5K ﹤0.01%
+41
2171
$5K ﹤0.01%
+225
2172
$5K ﹤0.01%
+272
2173
$5K ﹤0.01%
+169
2174
$5K ﹤0.01%
+700
2175
$5K ﹤0.01%
+157