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
3451
$1K ﹤0.01%
17
3452
$1K ﹤0.01%
+100
3453
$1K ﹤0.01%
80
-240
3454
$1K ﹤0.01%
13
-94
3455
$1K ﹤0.01%
26
3456
$1K ﹤0.01%
13
+9
3457
$1K ﹤0.01%
115
3458
$1K ﹤0.01%
51
3459
$1K ﹤0.01%
14
+4
3460
$1K ﹤0.01%
13
3461
$1K ﹤0.01%
501
+300
3462
$1K ﹤0.01%
15
3463
$1K ﹤0.01%
37
3464
$1K ﹤0.01%
103
3465
$1K ﹤0.01%
16
-49
3466
$1K ﹤0.01%
61
3467
$1K ﹤0.01%
63
3468
$1K ﹤0.01%
9
+1
3469
$1K ﹤0.01%
14
-7
3470
$1K ﹤0.01%
17
-567
3471
$1K ﹤0.01%
14
-20
3472
$1K ﹤0.01%
35
+12
3473
$1K ﹤0.01%
+47
3474
$1K ﹤0.01%
20
3475
$1K ﹤0.01%
16
-6
137 138
139
140 141