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
2176
$5K ﹤0.01%
+474
2177
$5K ﹤0.01%
+97
2178
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+61
2179
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+105
2180
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+565
2181
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+342
2182
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+408
2183
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+140
2184
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+174
2185
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+200
2186
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+185
2187
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2188
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+265
2189
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+299
2190
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+350
2191
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+25
2192
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+123
2195
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+200
2196
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+69
2197
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+251
2198
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+140
2199
$5K ﹤0.01%
+300
2200
$5K ﹤0.01%
+950