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
2626
$11K ﹤0.01%
321
+93
2627
$11K ﹤0.01%
+339
2628
$11K ﹤0.01%
693
-100
2629
$11K ﹤0.01%
390
-38
2630
$11K ﹤0.01%
375
2631
$11K ﹤0.01%
+327
2632
$11K ﹤0.01%
200
2633
$11K ﹤0.01%
800
-250
2634
$11K ﹤0.01%
312
2635
$11K ﹤0.01%
255
2636
$11K ﹤0.01%
610
2637
$11K ﹤0.01%
745
2638
$11K ﹤0.01%
+425
2639
$11K ﹤0.01%
+161
2640
$11K ﹤0.01%
80
-80
2641
$11K ﹤0.01%
74
+27
2642
$10K ﹤0.01%
250
2643
$10K ﹤0.01%
400
2644
$10K ﹤0.01%
852
+127
2645
$10K ﹤0.01%
+392
2646
$10K ﹤0.01%
300
2647
$10K ﹤0.01%
+366
2648
$10K ﹤0.01%
+107
2649
$10K ﹤0.01%
234
2650
$10K ﹤0.01%
176
104 105
106
107 108