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Harbour Investments Portfolio holdings

AUM $6.48B
1-Year Est. Return 18.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.28%
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
2226
$4K ﹤0.01%
+40
2227
$4K ﹤0.01%
+120
2228
$4K ﹤0.01%
+105
2229
$4K ﹤0.01%
+1,357
2230
$4K ﹤0.01%
+250
2231
$4K ﹤0.01%
+44
2232
$4K ﹤0.01%
+16
2233
$4K ﹤0.01%
+133
2234
$4K ﹤0.01%
+328
2235
$4K ﹤0.01%
+367
2236
$4K ﹤0.01%
+191
2237
$4K ﹤0.01%
+248
2238
$4K ﹤0.01%
+100
2239
$4K ﹤0.01%
+137
2240
$4K ﹤0.01%
+1,000
2241
$4K ﹤0.01%
+201
2242
$4K ﹤0.01%
+100
2243
$4K ﹤0.01%
+40
2244
$4K ﹤0.01%
+28
2245
$4K ﹤0.01%
+62
2246
$4K ﹤0.01%
+53
2247
$4K ﹤0.01%
+385
2248
$4K ﹤0.01%
+40
2249
$4K ﹤0.01%
+405
2250
$4K ﹤0.01%
+423
88 89
90
91 92