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
2851
$7K ﹤0.01%
257
2852
$7K ﹤0.01%
300
2853
$7K ﹤0.01%
400
2854
$7K ﹤0.01%
707
+65
2855
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265
+207
2856
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133
+124
2857
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42
2858
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318
-41
2859
$7K ﹤0.01%
23
+9
2860
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87
+1
2861
$7K ﹤0.01%
177
+141
2862
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20
+14
2863
$7K ﹤0.01%
105
+81
2864
$7K ﹤0.01%
+300
2865
$7K ﹤0.01%
74
-6
2866
$7K ﹤0.01%
158
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2867
$7K ﹤0.01%
265
2868
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336
+83
2869
$7K ﹤0.01%
405
2870
$7K ﹤0.01%
+176
2871
$7K ﹤0.01%
312
-1
2872
$7K ﹤0.01%
700
2873
$7K ﹤0.01%
100
2874
$7K ﹤0.01%
64
-5,726
2875
$7K ﹤0.01%
1,220