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
3551
$1K ﹤0.01%
61
3552
$1K ﹤0.01%
63
3553
$1K ﹤0.01%
9
+1
3554
$1K ﹤0.01%
14
-7
3555
$1K ﹤0.01%
17
-567
3556
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44
+15
3557
$1K ﹤0.01%
75
3558
$1K ﹤0.01%
+11
3559
$1K ﹤0.01%
14
-25
3560
$1K ﹤0.01%
40
3561
$1K ﹤0.01%
205
3562
$1K ﹤0.01%
131
3563
$1K ﹤0.01%
29
3564
$1K ﹤0.01%
300
3565
$1K ﹤0.01%
42
-18
3566
$1K ﹤0.01%
27
+2
3567
$1K ﹤0.01%
3
3568
$1K ﹤0.01%
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3569
$1K ﹤0.01%
+500
3570
$1K ﹤0.01%
10
-51
3571
$1K ﹤0.01%
200
3572
$1K ﹤0.01%
4
3573
$1K ﹤0.01%
14
-6
3574
$1K ﹤0.01%
+11
3575
$1K ﹤0.01%
100
141 142
143
144 145