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
3301
$2K ﹤0.01%
24
-11
3302
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+250
3303
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125
3304
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27
3305
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84
-238
3306
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24
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3307
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80
3308
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21
+9
3309
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126
3310
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252
3311
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23
+15
3312
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234
+13
3313
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30
+22
3314
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151
+1
3315
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51
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3316
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+50
3317
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99
+1
3318
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23
3319
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100
3320
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300
3321
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176
3322
$2K ﹤0.01%
53
3323
$2K ﹤0.01%
93
3324
$2K ﹤0.01%
222
+36
3325
$2K ﹤0.01%
+42
131 132
133
134 135