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
2776
$8K ﹤0.01%
48
-2
2777
$8K ﹤0.01%
119
+6
2778
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300
2779
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199
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2780
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375
+75
2781
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750
2782
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+600
2783
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42
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2784
$8K ﹤0.01%
1,396
+12
2785
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190
+51
2786
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151
-478
2787
$8K ﹤0.01%
731
+600
2788
$8K ﹤0.01%
300
+100
2789
$8K ﹤0.01%
+184
2790
$8K ﹤0.01%
306
+291
2791
$8K ﹤0.01%
733
+13
2792
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225
2793
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213
2794
$8K ﹤0.01%
2,149
2795
$8K ﹤0.01%
202
+1
2796
$8K ﹤0.01%
1,208
+313
2797
$8K ﹤0.01%
174
+2
2798
$8K ﹤0.01%
245
-420
2799
$8K ﹤0.01%
236
2800
$8K ﹤0.01%
171
-13