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
3351
$2K ﹤0.01%
70
3352
$2K ﹤0.01%
685
+12
3353
$2K ﹤0.01%
58
3354
$2K ﹤0.01%
110
-192
3355
$2K ﹤0.01%
25
+11
3356
$2K ﹤0.01%
120
3357
$2K ﹤0.01%
125
-13
3358
$2K ﹤0.01%
1,000
3359
$2K ﹤0.01%
24
-11
3360
$2K ﹤0.01%
+250
3361
$2K ﹤0.01%
234
+13
3362
$2K ﹤0.01%
30
+22
3363
$2K ﹤0.01%
151
+1
3364
$2K ﹤0.01%
51
+21
3365
$2K ﹤0.01%
+50
3366
$2K ﹤0.01%
99
+1
3367
$2K ﹤0.01%
23
3368
$2K ﹤0.01%
100
3369
$2K ﹤0.01%
300
3370
$2K ﹤0.01%
176
3371
$2K ﹤0.01%
53
3372
$2K ﹤0.01%
93
3373
$2K ﹤0.01%
222
+36
3374
$2K ﹤0.01%
+42
3375
$2K ﹤0.01%
32
133 134
135
136 137