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
2676
$10K ﹤0.01%
84
-5
2677
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200
2678
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90
-177
2679
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200
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2680
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500
2681
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79
+6
2682
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+233
2683
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295
-113
2684
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246
-63
2685
$10K ﹤0.01%
400
2686
$10K ﹤0.01%
171
2687
$10K ﹤0.01%
89
+6
2688
$10K ﹤0.01%
301
2689
$10K ﹤0.01%
74
+73
2690
$10K ﹤0.01%
294
+1
2691
$10K ﹤0.01%
112
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2692
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212
2693
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850
2694
$10K ﹤0.01%
+211
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%
179
+1
106 107
108
109 110