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
276
$2.06M 0.07%
14,809
-2,422
277
$2.06M 0.07%
56,628
-2,680
278
$2.05M 0.07%
16,694
+131
279
$2.03M 0.06%
25,925
-194
280
$2.03M 0.06%
79,462
-18,682
281
$2.02M 0.06%
17,433
+1,486
282
$2.01M 0.06%
47,248
-3,797
283
$2M 0.06%
21,892
+171
284
$2M 0.06%
46,044
+5,554
285
$2M 0.06%
13,461
+1,254
286
$2M 0.06%
40,964
+9,513
287
$1.99M 0.06%
35,793
-811
288
$1.98M 0.06%
62,268
289
$1.98M 0.06%
37,566
-578
290
$1.97M 0.06%
22,622
+240
291
$1.97M 0.06%
52,711
-10,741
292
$1.96M 0.06%
34,948
+1,963
293
$1.96M 0.06%
32,128
-1,313
294
$1.95M 0.06%
42,627
-3,657
295
$1.95M 0.06%
20,313
+1,713
296
$1.92M 0.06%
50,947
+4,166
297
$1.92M 0.06%
15,289
+141
298
$1.91M 0.06%
37,892
-6,499
299
$1.91M 0.06%
29,646
+5,393
300
$1.85M 0.06%
20,034
+2,672
10 11
12
13 14