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
$3.14B
AUM Growth
+$357M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,107
New
Increased
Reduced
Closed

Top Buys

1 +$25.7M
2 +$23.4M
3 +$21M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$20.9M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$13.1M

Sector Composition

1 Technology 6.02%
2 Consumer Discretionary 3.7%
3 Healthcare 3.53%
4 Consumer Staples 3.51%
5 Financials 3.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2801
$9K ﹤0.01%
+293
2802
0
2803
$9K ﹤0.01%
231
+2
2804
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2805
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+1
2806
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+1,425
2807
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106
2808
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141
-21
2809
$9K ﹤0.01%
368
2810
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200
2811
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129
-50
2812
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373
+41
2813
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2,661
2814
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26
+3
2815
$9K ﹤0.01%
369
+69
2816
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460
-100
2817
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+300
2818
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96
+13
2819
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172
+33
2820
$9K ﹤0.01%
176
+2
2821
$9K ﹤0.01%
+150
2822
$9K ﹤0.01%
405
2823
$9K ﹤0.01%
156
+65
2824
$8K ﹤0.01%
89
-1,611
2825
$8K ﹤0.01%
72