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
3251
$3K ﹤0.01%
75
3252
$3K ﹤0.01%
115
3253
$3K ﹤0.01%
170
3254
$3K ﹤0.01%
+150
3255
$3K ﹤0.01%
+1,381
3256
$3K ﹤0.01%
350
3257
$3K ﹤0.01%
152
-148
3258
$3K ﹤0.01%
300
3259
$3K ﹤0.01%
300
3260
$3K ﹤0.01%
61
+1
3261
$3K ﹤0.01%
138
-62
3262
$2K ﹤0.01%
+75
3263
$2K ﹤0.01%
6
3264
$2K ﹤0.01%
+25
3265
$2K ﹤0.01%
544
3266
$2K ﹤0.01%
19
+8
3267
$2K ﹤0.01%
29
3268
$2K ﹤0.01%
+50
3269
$2K ﹤0.01%
+500
3270
$2K ﹤0.01%
44
+1
3271
$2K ﹤0.01%
30
3272
$2K ﹤0.01%
57
3273
$2K ﹤0.01%
390
+378
3274
$2K ﹤0.01%
33
3275
$2K ﹤0.01%
100
129 130
131
132 133