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
3326
$2K ﹤0.01%
+100
3327
$2K ﹤0.01%
28
+21
3328
$2K ﹤0.01%
200
3329
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51
3330
$2K ﹤0.01%
100
-872
3331
$2K ﹤0.01%
65
-16
3332
$2K ﹤0.01%
30
-1
3333
$2K ﹤0.01%
59
+1
3334
$2K ﹤0.01%
29
+1
3335
$2K ﹤0.01%
13
-4
3336
$2K ﹤0.01%
45
3337
$2K ﹤0.01%
66
3338
$2K ﹤0.01%
28
-13
3339
$2K ﹤0.01%
+75
3340
$2K ﹤0.01%
57
3341
$2K ﹤0.01%
390
+378
3342
$2K ﹤0.01%
33
3343
$2K ﹤0.01%
100
3344
$2K ﹤0.01%
100
3345
$2K ﹤0.01%
950
3346
$2K ﹤0.01%
856
3347
$2K ﹤0.01%
735
3348
$2K ﹤0.01%
25
-250
3349
$2K ﹤0.01%
81
+10
3350
$2K ﹤0.01%
43
+1
132 133
134
135 136