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
3426
$1K ﹤0.01%
+201
3427
$1K ﹤0.01%
+51
3428
$1K ﹤0.01%
+500
3429
$1K ﹤0.01%
41
3430
$1K ﹤0.01%
+8
3431
$1K ﹤0.01%
186
3432
$1K ﹤0.01%
250
3433
$1K ﹤0.01%
+50
3434
$1K ﹤0.01%
233
3435
$1K ﹤0.01%
30
+1
3436
$1K ﹤0.01%
95
-10,513
3437
$1K ﹤0.01%
+20
3438
$1K ﹤0.01%
10
-2
3439
$1K ﹤0.01%
11
3440
$1K ﹤0.01%
180
3441
$1K ﹤0.01%
250
3442
$1K ﹤0.01%
322
3443
$1K ﹤0.01%
191
-95
3444
$1K ﹤0.01%
12
3445
$1K ﹤0.01%
1
3446
$1K ﹤0.01%
80
-1,000
3447
$1K ﹤0.01%
200
3448
$1K ﹤0.01%
13
3449
$1K ﹤0.01%
39
3450
$1K ﹤0.01%
2
+1
136 137
138
139 140