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
3276
$2K ﹤0.01%
100
3277
$2K ﹤0.01%
950
3278
$2K ﹤0.01%
856
3279
$2K ﹤0.01%
305
+77
3280
$2K ﹤0.01%
260
3281
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70
3282
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342
3283
$2K ﹤0.01%
114
-2
3284
$2K ﹤0.01%
160
3285
$2K ﹤0.01%
+163
3286
$2K ﹤0.01%
47
3287
$2K ﹤0.01%
735
3288
$2K ﹤0.01%
+100
3289
$2K ﹤0.01%
100
3290
$2K ﹤0.01%
25
-250
3291
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81
+10
3292
$2K ﹤0.01%
43
+1
3293
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70
3294
$2K ﹤0.01%
685
+12
3295
$2K ﹤0.01%
58
3296
$2K ﹤0.01%
110
-192
3297
$2K ﹤0.01%
25
+11
3298
$2K ﹤0.01%
120
3299
$2K ﹤0.01%
125
-13
3300
$2K ﹤0.01%
1,000
130 131
132
133 134