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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
2401
$2K ﹤0.01%
+114
2402
$2K ﹤0.01%
+186
2403
$2K ﹤0.01%
+60
2404
$2K ﹤0.01%
+24
2405
$2K ﹤0.01%
+200
2406
$2K ﹤0.01%
+37
2407
$2K ﹤0.01%
+110
2408
$2K ﹤0.01%
+21
2409
$2K ﹤0.01%
+65
2410
$2K ﹤0.01%
+103
2411
$2K ﹤0.01%
+304
2412
$2K ﹤0.01%
+64
2413
$2K ﹤0.01%
+120
2414
$2K ﹤0.01%
+70
2415
$2K ﹤0.01%
+30
2416
$2K ﹤0.01%
+26
2417
$2K ﹤0.01%
+69
2418
$2K ﹤0.01%
+350
2419
$2K ﹤0.01%
+125
2420
$2K ﹤0.01%
+200
2421
$2K ﹤0.01%
+14
2422
$2K ﹤0.01%
+45
2423
$2K ﹤0.01%
+50
2424
$2K ﹤0.01%
+65
2425
$2K ﹤0.01%
+99
95 96
97
98 99