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
3426
$1K ﹤0.01%
95
-10,513
3427
$1K ﹤0.01%
10
+7
3428
$1K ﹤0.01%
241
+99
3429
$1K ﹤0.01%
16
+3
3430
$1K ﹤0.01%
+20
3431
$1K ﹤0.01%
250
3432
$1K ﹤0.01%
322
3433
$1K ﹤0.01%
191
-95
3434
$1K ﹤0.01%
10
-2
3435
$1K ﹤0.01%
11
3436
$1K ﹤0.01%
180
3437
$1K ﹤0.01%
75
3438
$1K ﹤0.01%
50
-21
3439
$1K ﹤0.01%
88
+1
3440
$1K ﹤0.01%
170
3441
$1K ﹤0.01%
170
3442
$1K ﹤0.01%
13
3443
$1K ﹤0.01%
100
3444
$1K ﹤0.01%
93
3445
$1K ﹤0.01%
+9
3446
$1K ﹤0.01%
1,800
3447
$1K ﹤0.01%
12
-1
3448
$1K ﹤0.01%
3
3449
$1K ﹤0.01%
857
3450
$1K ﹤0.01%
118
+98
136 137
138
139 140