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
2651
$10K ﹤0.01%
104
-41
2652
$10K ﹤0.01%
+389
2653
$10K ﹤0.01%
167
+1
2654
$10K ﹤0.01%
422
2655
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400
2656
$10K ﹤0.01%
1,400
2657
$10K ﹤0.01%
269
-37
2658
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+145
2659
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54
-14
2660
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62
2661
$10K ﹤0.01%
435
-250
2662
$10K ﹤0.01%
204
+9
2663
$10K ﹤0.01%
300
2664
$10K ﹤0.01%
185
+168
2665
$10K ﹤0.01%
171
-17
2666
$10K ﹤0.01%
280
-400
2667
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335
-45
2668
$10K ﹤0.01%
+56
2669
$10K ﹤0.01%
274
+10
2670
$10K ﹤0.01%
141
-73
2671
$10K ﹤0.01%
1,250
2672
$10K ﹤0.01%
1,135
2673
$10K ﹤0.01%
279
2674
$10K ﹤0.01%
218
+7
2675
$10K ﹤0.01%
593
+1
105 106
107
108 109