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
2751
$9K ﹤0.01%
1,500
2752
$8K ﹤0.01%
90
2753
$8K ﹤0.01%
505
2754
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100
2755
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120
2756
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+129
2757
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277
-2,005
2758
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731
+600
2759
$8K ﹤0.01%
300
+100
2760
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+184
2761
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306
+291
2762
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133
+13
2763
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125
2764
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300
2765
$8K ﹤0.01%
171
+67
2766
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500
2767
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+456
2768
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250
2769
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65
2770
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229
+34
2771
$8K ﹤0.01%
440
+165
2772
$8K ﹤0.01%
41
2773
$8K ﹤0.01%
155
2774
$8K ﹤0.01%
248
+4
2775
$8K ﹤0.01%
721
+3