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
2926
$6K ﹤0.01%
72
2927
$6K ﹤0.01%
57
-24
2928
$6K ﹤0.01%
141
2929
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55
2930
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185
2931
$6K ﹤0.01%
200
2932
$6K ﹤0.01%
2,800
2933
$6K ﹤0.01%
248
-2
2934
$6K ﹤0.01%
210
-222
2935
$6K ﹤0.01%
100
2936
– –
0
2937
$6K ﹤0.01%
+300
2938
$6K ﹤0.01%
142
2939
$6K ﹤0.01%
119
2940
$6K ﹤0.01%
131
+4
2941
$6K ﹤0.01%
+100
2942
$6K ﹤0.01%
247
2943
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600
2944
$6K ﹤0.01%
444
-535
2945
$6K ﹤0.01%
200
2946
$6K ﹤0.01%
600
2947
$6K ﹤0.01%
+1,475
2948
$6K ﹤0.01%
400
2949
$6K ﹤0.01%
600
-21,094
2950
$6K ﹤0.01%
600
116 117
118
119 120