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
2326
$3K ﹤0.01%
+138
2327
$3K ﹤0.01%
+71
2328
$3K ﹤0.01%
+73
2329
$3K ﹤0.01%
+58
2330
$3K ﹤0.01%
+16
2331
$3K ﹤0.01%
+492
2332
$3K ﹤0.01%
+500
2333
$3K ﹤0.01%
+125
2334
$3K ﹤0.01%
+400
2335
$3K ﹤0.01%
+300
2336
$3K ﹤0.01%
+10
2337
$3K ﹤0.01%
+181
2338
$3K ﹤0.01%
+61
2339
$3K ﹤0.01%
+36
2340
$3K ﹤0.01%
+290
2341
$3K ﹤0.01%
+51
2342
$3K ﹤0.01%
+200
2343
$3K ﹤0.01%
+72
2344
$3K ﹤0.01%
+24
2345
$3K ﹤0.01%
+26
2346
$3K ﹤0.01%
+57
2347
$3K ﹤0.01%
+58
2348
$3K ﹤0.01%
+80
2349
$3K ﹤0.01%
+50
2350
$3K ﹤0.01%
+100