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
2901
$7K ﹤0.01%
150
2902
$7K ﹤0.01%
195
+82
2903
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1,000
2904
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417
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2905
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2906
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-8
2907
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63
+16
2908
$7K ﹤0.01%
100
+74
2909
$7K ﹤0.01%
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2910
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134
2911
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36
2912
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560
2913
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16
-1
2914
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+142
2915
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2916
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71
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2917
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2918
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834
2919
$7K ﹤0.01%
247
+134
2920
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2921
$7K ﹤0.01%
425
2922
$7K ﹤0.01%
223
-156
2923
$7K ﹤0.01%
3
-1
2924
$7K ﹤0.01%
257
-20,017
2925
$7K ﹤0.01%
589
-35