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
2701
$9K ﹤0.01%
225
+1
2702
$9K ﹤0.01%
200
2703
$9K ﹤0.01%
208
+1
2704
$9K ﹤0.01%
179
-370
2705
$9K ﹤0.01%
250
2706
$9K ﹤0.01%
514
2707
$9K ﹤0.01%
300
-150
2708
$9K ﹤0.01%
2,661
2709
$9K ﹤0.01%
2,024
2710
$9K ﹤0.01%
300
2711
$9K ﹤0.01%
255
+8
2712
$9K ﹤0.01%
300
2713
$9K ﹤0.01%
94
+37
2714
$9K ﹤0.01%
460
2715
$9K ﹤0.01%
35
+13
2716
$9K ﹤0.01%
893
2717
$9K ﹤0.01%
237
2718
$9K ﹤0.01%
287
+74
2719
$9K ﹤0.01%
235
-112
2720
$9K ﹤0.01%
183
+2
2721
$9K ﹤0.01%
167
-5
2722
$9K ﹤0.01%
+91
2723
$9K ﹤0.01%
2,325
-1,000
2724
$9K ﹤0.01%
208
+8
2725
$9K ﹤0.01%
182
107 108
109
110 111