HI

Harbour Investments Portfolio holdings

AUM $4.93B
1-Year Est. Return 16.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.16%
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
+$12.3M
2
+$5.96M
3
+$5.53M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$5.21M
5
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$4.89M

Top Sells

1
+$9.01M
2
+$8.41M
3
+$3.82M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$3.34M
5
FNCL icon
Fidelity MSCI Financials Index ETF
FNCL
+$3.22M

Sector Composition

1 Technology 5.81%
2 Consumer Discretionary 3.51%
3 Consumer Staples 3.48%
4 Financials 3.39%
5 Healthcare 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3201
$3K ﹤0.01%
102
3202
$3K ﹤0.01%
8
-8
3203
$3K ﹤0.01%
143
+25
3204
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562
-149
3205
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600
3206
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104
-7
3207
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69
3208
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3209
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90
-200
3210
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75
3211
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190
-6
3212
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25
3213
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57
-80
3214
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100
3215
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+37
3216
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195
+5
3217
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3218
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27
+19
3219
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3220
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100
3221
$3K ﹤0.01%
373
+69
3222
$3K ﹤0.01%
88
-2,120
3223
$3K ﹤0.01%
28
+1
3224
$3K ﹤0.01%
29
-27
3225
$3K ﹤0.01%
122
-343
127 128
129
130 131