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
3551
$1K ﹤0.01%
42
-2
3552
$1K ﹤0.01%
39
+1
3553
$1K ﹤0.01%
340
3554
$1K ﹤0.01%
5
-59
3555
$1K ﹤0.01%
78
+4
3556
$1K ﹤0.01%
65
3557
$1K ﹤0.01%
15
3558
$1K ﹤0.01%
19
3559
$1K ﹤0.01%
50
3560
$1K ﹤0.01%
28
3561
$1K ﹤0.01%
603
3562
$1K ﹤0.01%
81
+33
3563
$1K ﹤0.01%
100
3564
$1K ﹤0.01%
100
3565
$1K ﹤0.01%
350
3566
$1K ﹤0.01%
75
3567
$1K ﹤0.01%
+50
3568
$1K ﹤0.01%
27
+2
3569
$1K ﹤0.01%
3
3570
$1K ﹤0.01%
225
3571
$1K ﹤0.01%
+500
3572
$1K ﹤0.01%
10
-51
3573
$1K ﹤0.01%
200
3574
$1K ﹤0.01%
4
3575
$1K ﹤0.01%
14
-6
141 142
143
144 145