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
3401
$2K ﹤0.01%
305
-735
3402
$2K ﹤0.01%
600
3403
$2K ﹤0.01%
115
3404
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10
3405
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24
-84
3406
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139
+4
3407
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19
+2
3408
$2K ﹤0.01%
80
3409
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100
3410
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64
3411
$2K ﹤0.01%
100
+80
3412
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26
3413
$2K ﹤0.01%
100
-100
3414
$2K ﹤0.01%
240
3415
$2K ﹤0.01%
100
3416
$2K ﹤0.01%
+400
3417
$1K ﹤0.01%
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3418
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8
3419
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43
3420
$1K ﹤0.01%
5
3421
$1K ﹤0.01%
109
3422
$1K ﹤0.01%
27
3423
$1K ﹤0.01%
100
3424
$1K ﹤0.01%
17
+13
3425
$1K ﹤0.01%
100
135 136
137
138 139