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
3501
$1K ﹤0.01%
127
3502
$1K ﹤0.01%
27
-17
3503
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20
3504
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3505
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183
+73
3506
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-35
3507
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15
+3
3508
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15
3509
$1K ﹤0.01%
27
3510
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27
3511
$1K ﹤0.01%
13
+5
3512
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200
3513
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25
3514
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+200
3515
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11
+4
3516
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9
3517
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3518
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26
+9
3519
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9
-6,361
3520
$1K ﹤0.01%
4
+1
3521
$1K ﹤0.01%
+9
3522
$1K ﹤0.01%
39
-16
3523
$1K ﹤0.01%
114
3524
$1K ﹤0.01%
2
-1
3525
$1K ﹤0.01%
87
-4
139 140
141
142 143