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
$3.13B
AUM Growth
-$4.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,193
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$5.91M
3
+$5.42M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$5.06M
5
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$4.42M

Top Sells

1
+$9M
2
+$8.41M
3
+$3.72M
4
FNCL icon
Fidelity MSCI Financials Index ETF
FNCL
+$3.24M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$3.04M

Sector Composition

1 Technology 5.82%
2 Consumer Discretionary 3.51%
3 Consumer Staples 3.48%
4 Financials 3.38%
5 Healthcare 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$14K ﹤0.01%
85
2477
$14K ﹤0.01%
1,163
2478
$14K ﹤0.01%
149
+11
2479
$14K ﹤0.01%
237
2480
$14K ﹤0.01%
613
+2
2481
$14K ﹤0.01%
69
-19
2482
$14K ﹤0.01%
180
+69
2483
$14K ﹤0.01%
1,169
-320
2484
$14K ﹤0.01%
700
2485
$14K ﹤0.01%
1,010
2486
$14K ﹤0.01%
652
+13
2487
$14K ﹤0.01%
325
-60
2488
$14K ﹤0.01%
144
+10
2489
$14K ﹤0.01%
500
2490
$14K ﹤0.01%
+1,000
2491
$14K ﹤0.01%
1,100
2492
$14K ﹤0.01%
2,035
2493
$14K ﹤0.01%
53
-31
2494
$14K ﹤0.01%
430
-18
2495
$14K ﹤0.01%
221
+2
2496
$14K ﹤0.01%
312
-11
2497
$14K ﹤0.01%
657
-111
2498
$14K ﹤0.01%
851
2499
$14K ﹤0.01%
143
+17
2500
$14K ﹤0.01%
1,189
-25
98 99
100
101 102