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
2576
$12K ﹤0.01%
151
-8
2577
$12K ﹤0.01%
177
-321
2578
$12K ﹤0.01%
137
+1
2579
$12K ﹤0.01%
212
2580
$12K ﹤0.01%
248
-12
2581
$12K ﹤0.01%
+2,149
2582
$12K ﹤0.01%
1,028
-345
2583
$12K ﹤0.01%
66
+17
2584
$12K ﹤0.01%
174
-4
2585
$12K ﹤0.01%
190
+10
2586
$12K ﹤0.01%
105
2587
$12K ﹤0.01%
101
+14
2588
$12K ﹤0.01%
493
-5
2589
$12K ﹤0.01%
371
+2
2590
$12K ﹤0.01%
796
2591
$11K ﹤0.01%
227
-4
2592
$11K ﹤0.01%
350
+200
2593
$11K ﹤0.01%
69
-3
2594
$11K ﹤0.01%
106
2595
$11K ﹤0.01%
250
2596
$11K ﹤0.01%
3,461
2597
$11K ﹤0.01%
202
2598
$11K ﹤0.01%
529
-128
2599
$11K ﹤0.01%
441
2600
$11K ﹤0.01%
55
102 103
104
105 106