HI

Harbour Investments Portfolio holdings

AUM $4.93B
1-Year Est. Return 16.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.16%
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
+$12.3M
2
+$5.96M
3
+$5.53M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$5.21M
5
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$4.89M

Top Sells

1
+$9.01M
2
+$8.41M
3
+$3.82M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$3.34M
5
FNCL icon
Fidelity MSCI Financials Index ETF
FNCL
+$3.22M

Sector Composition

1 Technology 5.81%
2 Consumer Discretionary 3.51%
3 Consumer Staples 3.48%
4 Financials 3.39%
5 Healthcare 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2676
$10K ﹤0.01%
62
2677
$10K ﹤0.01%
435
-250
2678
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204
+9
2679
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300
2680
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185
+168
2681
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171
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2682
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280
-400
2683
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335
-45
2684
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+56
2685
$10K ﹤0.01%
274
+10
2686
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141
-73
2687
$10K ﹤0.01%
1,250
2688
$10K ﹤0.01%
89
+6
2689
$10K ﹤0.01%
301
2690
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74
+73
2691
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294
+1
2692
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112
-93
2693
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212
2694
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850
2695
$10K ﹤0.01%
1,094
+11
2696
$10K ﹤0.01%
278
+1
2697
$10K ﹤0.01%
1,000
2698
$10K ﹤0.01%
1,000
2699
$10K ﹤0.01%
438
+39
2700
$9K ﹤0.01%
615
-1
106 107
108
109 110