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
2876
$8K ﹤0.01%
296
+211
2877
$8K ﹤0.01%
505
2878
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16
2879
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383
2880
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322
-9
2881
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2882
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2883
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680
-2,194
2884
$7K ﹤0.01%
+260
2885
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81
+63
2886
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500
2887
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500
2888
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122
-4
2889
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1,000
2890
$7K ﹤0.01%
1,022
-1,062
2891
$7K ﹤0.01%
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+1
2893
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2895
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202
-25
2896
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80
2897
$7K ﹤0.01%
1,000
-1,000
2898
$7K ﹤0.01%
4,540
2899
$7K ﹤0.01%
550
-80
2900
$7K ﹤0.01%
32