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
2226
$4K ﹤0.01%
+44
2227
$4K ﹤0.01%
+133
2228
$4K ﹤0.01%
+328
2229
$4K ﹤0.01%
+367
2230
$4K ﹤0.01%
+191
2231
$4K ﹤0.01%
+248
2232
$4K ﹤0.01%
+1,000
2233
$4K ﹤0.01%
+137
2234
$4K ﹤0.01%
+1,000
2235
$4K ﹤0.01%
+201
2236
$4K ﹤0.01%
+100
2237
$4K ﹤0.01%
+40
2238
$4K ﹤0.01%
+28
2239
$4K ﹤0.01%
+62
2240
$4K ﹤0.01%
+200
2241
$4K ﹤0.01%
+64
2242
$4K ﹤0.01%
+159
2243
$4K ﹤0.01%
+33
2244
0
2245
$4K ﹤0.01%
+80
2246
$4K ﹤0.01%
+563
2247
$4K ﹤0.01%
+140
2248
$4K ﹤0.01%
+57
2249
$4K ﹤0.01%
+100
2250
$4K ﹤0.01%
+2,200