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
2826
$7K ﹤0.01%
81
+1
2827
$7K ﹤0.01%
100
2828
$7K ﹤0.01%
275
2829
$7K ﹤0.01%
443
+26
2830
$7K ﹤0.01%
40
2831
$7K ﹤0.01%
224
+45
2832
$7K ﹤0.01%
189
+6
2833
$7K ﹤0.01%
108
-16
2834
$7K ﹤0.01%
164
-1,976
2835
$7K ﹤0.01%
+121
2836
$7K ﹤0.01%
309
+1
2837
$7K ﹤0.01%
134
2838
$7K ﹤0.01%
28
-1
2839
$7K ﹤0.01%
200
-567
2840
$7K ﹤0.01%
700
2841
$7K ﹤0.01%
114
2842
$7K ﹤0.01%
+265
2843
$7K ﹤0.01%
1,000
2844
$7K ﹤0.01%
100
2845
$7K ﹤0.01%
+100
2846
$7K ﹤0.01%
600
2847
$7K ﹤0.01%
148
-338
2848
$7K ﹤0.01%
345
+100
2849
$7K ﹤0.01%
1,300
2850
$7K ﹤0.01%
279
-37
112 113
114
115 116