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
2851
$7K ﹤0.01%
28
-1
2852
$7K ﹤0.01%
200
-567
2853
$7K ﹤0.01%
700
2854
$7K ﹤0.01%
114
2855
$7K ﹤0.01%
+265
2856
$7K ﹤0.01%
1,000
2857
$7K ﹤0.01%
100
2858
$7K ﹤0.01%
+100
2859
$7K ﹤0.01%
345
+100
2860
$7K ﹤0.01%
1,300
2861
$7K ﹤0.01%
279
-37
2862
$7K ﹤0.01%
257
2863
$7K ﹤0.01%
300
2864
$7K ﹤0.01%
400
2865
$7K ﹤0.01%
707
+65
2866
$7K ﹤0.01%
265
+207
2867
$7K ﹤0.01%
133
+124
2868
$7K ﹤0.01%
42
2869
$7K ﹤0.01%
318
-41
2870
$7K ﹤0.01%
23
+9
2871
$7K ﹤0.01%
87
+1
2872
$7K ﹤0.01%
177
+141
2873
$7K ﹤0.01%
20
+14
2874
$7K ﹤0.01%
105
+81
2875
$7K ﹤0.01%
+300
113 114
115
116 117