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
2601
$11K ﹤0.01%
84
-7,676
2602
$11K ﹤0.01%
143
2603
$11K ﹤0.01%
367
+6
2604
$11K ﹤0.01%
421
2605
$11K ﹤0.01%
1,600
2606
$11K ﹤0.01%
133
+1
2607
$11K ﹤0.01%
93
-297
2608
$11K ﹤0.01%
840
+8
2609
$11K ﹤0.01%
652
-160
2610
$11K ﹤0.01%
525
2611
$11K ﹤0.01%
455
+407
2612
$11K ﹤0.01%
112
2613
$11K ﹤0.01%
30
2614
$11K ﹤0.01%
362
-120
2615
$11K ﹤0.01%
48
-4
2616
$11K ﹤0.01%
500
2617
$11K ﹤0.01%
112
+7
2618
$11K ﹤0.01%
210
2619
$11K ﹤0.01%
200
2620
$11K ﹤0.01%
522
2621
$11K ﹤0.01%
125
2622
$11K ﹤0.01%
588
+48
2623
$11K ﹤0.01%
103
+8
2624
$11K ﹤0.01%
500
-252
2625
$11K ﹤0.01%
122
-137
103 104
105
106 107