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
2251
$4K ﹤0.01%
+96
2252
$4K ﹤0.01%
+60
2253
$4K ﹤0.01%
+232
2254
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+190
2255
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+160
2256
$4K ﹤0.01%
+200
2257
$4K ﹤0.01%
+83
2258
$4K ﹤0.01%
+124
2259
$4K ﹤0.01%
+94
2260
$4K ﹤0.01%
+122
2261
$4K ﹤0.01%
+50
2262
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+22
2263
$4K ﹤0.01%
+288
2264
$4K ﹤0.01%
+555
2265
$4K ﹤0.01%
+199
2266
$4K ﹤0.01%
+150
2267
$4K ﹤0.01%
+15
2268
$4K ﹤0.01%
+41
2269
$4K ﹤0.01%
+163
2270
$4K ﹤0.01%
+200
2271
$4K ﹤0.01%
+64
2272
$4K ﹤0.01%
+159
2273
$4K ﹤0.01%
+33
2274
0
2275
$4K ﹤0.01%
+80