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
3476
$1K ﹤0.01%
12
3477
$1K ﹤0.01%
11
-4,838
3478
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+8
3479
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+200
3480
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19
-6
3481
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3482
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3483
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1
3484
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17
-9
3485
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102
3486
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27
3487
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284
3488
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3489
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247
+212
3490
$1K ﹤0.01%
16
+11
3491
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3492
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25
+1
3493
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3494
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-4
3495
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105
3496
$1K ﹤0.01%
9
-80
3497
$1K ﹤0.01%
+27
3498
$1K ﹤0.01%
22
+1
3499
$1K ﹤0.01%
+30
3500
$1K ﹤0.01%
3
-1
138 139
140
141 142