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
3251
$3K ﹤0.01%
85
3252
$3K ﹤0.01%
8
3253
$3K ﹤0.01%
138
3254
$3K ﹤0.01%
17
3255
$3K ﹤0.01%
63
-700
3256
$3K ﹤0.01%
34
+1
3257
$3K ﹤0.01%
50
3258
$3K ﹤0.01%
75
3259
$3K ﹤0.01%
109
3260
$3K ﹤0.01%
465
+1
3261
$3K ﹤0.01%
248
3262
$2K ﹤0.01%
100
3263
$2K ﹤0.01%
40
3264
$2K ﹤0.01%
+30
3265
$2K ﹤0.01%
168
3266
$2K ﹤0.01%
184
3267
$2K ﹤0.01%
125
-119
3268
$2K ﹤0.01%
+100
3269
$2K ﹤0.01%
+192
3270
$2K ﹤0.01%
450
+300
3271
$2K ﹤0.01%
6
3272
$2K ﹤0.01%
+25
3273
$2K ﹤0.01%
544
3274
$2K ﹤0.01%
19
+8
3275
$2K ﹤0.01%
29
129 130
131
132 133