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
2951
$7K ﹤0.01%
+141
2952
$7K ﹤0.01%
5,500
+2,500
2953
$7K ﹤0.01%
211
-221
2954
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149
+60
2955
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2956
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53
2957
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297
2958
$6K ﹤0.01%
194
+36
2959
$6K ﹤0.01%
43
2960
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110
2961
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88
2962
$6K ﹤0.01%
+832
2963
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123
-1,377
2964
$6K ﹤0.01%
300
2965
$6K ﹤0.01%
275
2966
$6K ﹤0.01%
653
+3
2967
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16
-9
2968
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-18
2969
$6K ﹤0.01%
+678
2970
$6K ﹤0.01%
185
2971
$6K ﹤0.01%
43
+19
2972
$6K ﹤0.01%
+1,087
2973
$6K ﹤0.01%
447
2974
$6K ﹤0.01%
621
-4
2975
$6K ﹤0.01%
167
+6