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
2851
$8K ﹤0.01%
65
+56
2852
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225
2853
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2854
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2,149
-203
2855
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+1
2856
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172
+4
2857
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159
+1
2858
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49
+1
2859
$8K ﹤0.01%
441
-1,159
2860
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184
2861
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250
2862
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200
2863
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259
+139
2864
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+315
2865
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+348
2866
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34
+25
2867
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2868
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225
-50
2869
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800
2870
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750
2871
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300
2872
$8K ﹤0.01%
+1,717
2873
$8K ﹤0.01%
750
2874
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+100
2875
$8K ﹤0.01%
302