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
2826
$7K ﹤0.01%
405
2827
$7K ﹤0.01%
+176
2828
$7K ﹤0.01%
312
-1
2829
$7K ﹤0.01%
700
2830
$7K ﹤0.01%
100
2831
$7K ﹤0.01%
64
-5,726
2832
$7K ﹤0.01%
1,220
2833
$7K ﹤0.01%
483
-298
2834
$7K ﹤0.01%
162
-100
2835
$7K ﹤0.01%
600
2836
$7K ﹤0.01%
148
-338
2837
$7K ﹤0.01%
206
+4
2838
$7K ﹤0.01%
140
+29
2839
$7K ﹤0.01%
81
+1
2840
$7K ﹤0.01%
1,000
2841
$7K ﹤0.01%
275
2842
$7K ﹤0.01%
443
+26
2843
$7K ﹤0.01%
40
2844
$7K ﹤0.01%
224
+45
2845
$7K ﹤0.01%
189
+6
2846
$7K ﹤0.01%
108
-16
2847
$7K ﹤0.01%
164
-1,976
2848
$7K ﹤0.01%
+121
2849
$7K ﹤0.01%
309
+1
2850
$7K ﹤0.01%
134
112 113
114
115 116