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
3226
$3K ﹤0.01%
69
+1
3227
$3K ﹤0.01%
280
3228
$3K ﹤0.01%
220
3229
$3K ﹤0.01%
60
+12
3230
$3K ﹤0.01%
557
+206
3231
$3K ﹤0.01%
100
3232
$3K ﹤0.01%
66
+26
3233
$3K ﹤0.01%
275
3234
$3K ﹤0.01%
162
3235
$3K ﹤0.01%
200
+95
3236
$3K ﹤0.01%
40
-9,133
3237
$3K ﹤0.01%
19
3238
$3K ﹤0.01%
219
+2
3239
$3K ﹤0.01%
136
+94
3240
$3K ﹤0.01%
118
-97
3241
$3K ﹤0.01%
262
3242
$3K ﹤0.01%
132
3243
$3K ﹤0.01%
250
3244
$3K ﹤0.01%
102
3245
$3K ﹤0.01%
8
-8
3246
$3K ﹤0.01%
143
+25
3247
$3K ﹤0.01%
562
-149
3248
$3K ﹤0.01%
600
3249
$3K ﹤0.01%
104
-7
3250
$3K ﹤0.01%
69
128 129
130
131 132