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
301
$1.84M 0.06%
38,105
+2,162
302
$1.84M 0.06%
30,910
+27,381
303
$1.83M 0.06%
27,066
-1,358
304
$1.83M 0.06%
24,695
+864
305
$1.82M 0.06%
46,734
+37,080
306
$1.81M 0.06%
38,376
+1,266
307
$1.79M 0.06%
18,053
-189
308
$1.78M 0.06%
54,411
+6,237
309
$1.76M 0.06%
70,682
+19,073
310
$1.74M 0.06%
11,661
-263
311
$1.74M 0.06%
19,665
+47
312
$1.74M 0.06%
22,006
-2,338
313
$1.74M 0.06%
34,470
-22,535
314
$1.72M 0.06%
66,343
+48,588
315
$1.72M 0.06%
83,991
+19,050
316
$1.72M 0.05%
50,573
+44,670
317
$1.7M 0.05%
19,787
+1,225
318
$1.7M 0.05%
111,265
-452
319
$1.7M 0.05%
36,860
+2,992
320
$1.69M 0.05%
11,664
+708
321
$1.69M 0.05%
56,763
+2,442
322
$1.69M 0.05%
176,268
+11,519
323
$1.69M 0.05%
15,544
-115
324
$1.68M 0.05%
206,636
+1
325
$1.68M 0.05%
32,590
+1,666
11 12
13
14 15