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
3276
$2K ﹤0.01%
+50
3277
$2K ﹤0.01%
+500
3278
$2K ﹤0.01%
44
+1
3279
$2K ﹤0.01%
30
3280
$2K ﹤0.01%
305
+77
3281
$2K ﹤0.01%
260
3282
$2K ﹤0.01%
70
3283
$2K ﹤0.01%
342
3284
$2K ﹤0.01%
114
-2
3285
$2K ﹤0.01%
160
3286
$2K ﹤0.01%
+163
3287
$2K ﹤0.01%
47
3288
$2K ﹤0.01%
100
3289
$2K ﹤0.01%
125
3290
$2K ﹤0.01%
27
3291
$2K ﹤0.01%
84
-238
3292
$2K ﹤0.01%
24
-504
3293
$2K ﹤0.01%
80
3294
$2K ﹤0.01%
21
+9
3295
$2K ﹤0.01%
126
3296
$2K ﹤0.01%
252
3297
$2K ﹤0.01%
23
+15
3298
$2K ﹤0.01%
22
3299
$2K ﹤0.01%
124
-30
3300
$2K ﹤0.01%
50
130 131
132
133 134