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
2751
$9K ﹤0.01%
440
+400
2752
$8K ﹤0.01%
505
2753
$8K ﹤0.01%
100
2754
$8K ﹤0.01%
120
2755
$8K ﹤0.01%
+129
2756
$8K ﹤0.01%
277
-2,005
2757
$8K ﹤0.01%
133
+13
2758
$8K ﹤0.01%
125
2759
$8K ﹤0.01%
300
2760
$8K ﹤0.01%
171
+67
2761
$8K ﹤0.01%
500
2762
$8K ﹤0.01%
+456
2763
$8K ﹤0.01%
250
2764
$8K ﹤0.01%
65
2765
$8K ﹤0.01%
229
+34
2766
$8K ﹤0.01%
440
+165
2767
$8K ﹤0.01%
41
2768
$8K ﹤0.01%
90
2769
$8K ﹤0.01%
155
2770
$8K ﹤0.01%
248
+4
2771
$8K ﹤0.01%
721
+3
2772
$8K ﹤0.01%
1,500
2773
$8K ﹤0.01%
103
+101
2774
$8K ﹤0.01%
62
+9
2775
$8K ﹤0.01%
387