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
3476
$1K ﹤0.01%
35
-1
3477
$1K ﹤0.01%
+11
3478
$1K ﹤0.01%
43
3479
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77
-74
3480
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110
+100
3481
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+1
3482
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8
+1
3483
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6
-81
3484
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665
3485
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40
3486
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47
-65
3487
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36
3488
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124
-19
3489
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42
-2
3490
$1K ﹤0.01%
28
-1,069
3491
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44
+15
3492
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75
3493
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14
-25
3494
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40
3495
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205
3496
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131
3497
$1K ﹤0.01%
29
3498
$1K ﹤0.01%
300
3499
$1K ﹤0.01%
2
3500
$1K ﹤0.01%
+150
138 139
140
141 142