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
2151
$5K ﹤0.01%
+207
2152
$5K ﹤0.01%
+67
2153
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+90
2154
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+162
2155
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+805
2156
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+41
2157
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+225
2158
$5K ﹤0.01%
+272
2159
$5K ﹤0.01%
+169
2160
$5K ﹤0.01%
+700
2161
$5K ﹤0.01%
+157
2162
$5K ﹤0.01%
+348
2163
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+200
2164
$5K ﹤0.01%
+200
2165
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+100
2166
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+123
2167
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+200
2168
$5K ﹤0.01%
+69
2169
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+150
2170
$5K ﹤0.01%
+175
2171
$5K ﹤0.01%
+264
2172
$5K ﹤0.01%
+72
2173
$5K ﹤0.01%
+220
2174
$5K ﹤0.01%
+243
2175
$5K ﹤0.01%
+750