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%
+16
2252
$4K ﹤0.01%
+30
2253
$4K ﹤0.01%
+118
2254
$4K ﹤0.01%
+192
2255
$4K ﹤0.01%
+200
2256
$4K ﹤0.01%
+150
2257
$4K ﹤0.01%
+53
2258
$4K ﹤0.01%
+385
2259
$4K ﹤0.01%
+40
2260
$4K ﹤0.01%
+405
2261
$4K ﹤0.01%
+423
2262
$4K ﹤0.01%
+930
2263
$4K ﹤0.01%
+400
2264
$4K ﹤0.01%
+100
2265
$4K ﹤0.01%
+96
2266
$4K ﹤0.01%
+60
2267
$4K ﹤0.01%
+44
2268
$4K ﹤0.01%
+232
2269
$4K ﹤0.01%
+190
2270
$4K ﹤0.01%
+160
2271
$4K ﹤0.01%
+200
2272
$4K ﹤0.01%
+83
2273
$4K ﹤0.01%
+124
2274
$4K ﹤0.01%
+94
2275
$4K ﹤0.01%
+122