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
3526
$1K ﹤0.01%
5
3527
$1K ﹤0.01%
75
3528
$1K ﹤0.01%
1
3529
$1K ﹤0.01%
93
3530
$1K ﹤0.01%
+9
3531
$1K ﹤0.01%
1,800
3532
$1K ﹤0.01%
12
-1
3533
$1K ﹤0.01%
3
3534
$1K ﹤0.01%
857
3535
$1K ﹤0.01%
118
+98
3536
$1K ﹤0.01%
17
3537
$1K ﹤0.01%
+100
3538
$1K ﹤0.01%
80
-240
3539
$1K ﹤0.01%
13
-94
3540
$1K ﹤0.01%
26
3541
$1K ﹤0.01%
13
+9
3542
$1K ﹤0.01%
115
3543
$1K ﹤0.01%
51
3544
$1K ﹤0.01%
14
+4
3545
$1K ﹤0.01%
13
3546
$1K ﹤0.01%
501
+300
3547
$1K ﹤0.01%
15
3548
$1K ﹤0.01%
37
3549
$1K ﹤0.01%
103
3550
$1K ﹤0.01%
16
-49
140 141
142
143 144