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
2901
$6K ﹤0.01%
200
-500
2902
$6K ﹤0.01%
133
-8
2903
$6K ﹤0.01%
+200
2904
$6K ﹤0.01%
540
+214
2905
$6K ﹤0.01%
285
2906
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163
+27
2907
$6K ﹤0.01%
42
-1
2908
$6K ﹤0.01%
404
-383
2909
$6K ﹤0.01%
500
2910
$6K ﹤0.01%
118
-4
2911
$6K ﹤0.01%
1,000
-770
2912
$6K ﹤0.01%
200
2913
$6K ﹤0.01%
+150
2914
$6K ﹤0.01%
21
2915
$6K ﹤0.01%
+200
2916
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64
2917
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122
-228
2918
$6K ﹤0.01%
834
2919
$6K ﹤0.01%
546
+213
2920
$6K ﹤0.01%
223
+3
2921
$6K ﹤0.01%
381
+31
2922
$6K ﹤0.01%
20
+14
2923
$6K ﹤0.01%
93
+48
2924
$6K ﹤0.01%
232
+1
2925
$6K ﹤0.01%
223
+160