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
3376
$2K ﹤0.01%
126
3377
$2K ﹤0.01%
151
-1
3378
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133
+41
3379
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35
-99
3380
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120
3381
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441
3382
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173
3383
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600
3384
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29
-3
3385
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51
-91
3386
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80
3387
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300
+200
3388
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100
3389
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325
3390
$2K ﹤0.01%
+200
3391
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50
3392
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16
+1
3393
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299
-16
3394
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32
3395
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35
3396
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85
3397
$2K ﹤0.01%
19
-40
3398
$2K ﹤0.01%
77
+1
3399
$2K ﹤0.01%
37
3400
$2K ﹤0.01%
200
134 135
136
137 138