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
3576
$1K ﹤0.01%
3
3577
$1K ﹤0.01%
225
+150
3578
$1K ﹤0.01%
99
3579
$1K ﹤0.01%
13
+9
3580
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33
3581
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86
3582
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112
3583
$1K ﹤0.01%
81
-43
3584
$1K ﹤0.01%
22
+16
3585
$1K ﹤0.01%
+29
3586
$1K ﹤0.01%
90
3587
$1K ﹤0.01%
300
3588
$1K ﹤0.01%
390
3589
$1K ﹤0.01%
60
3590
$1K ﹤0.01%
2
3591
$1K ﹤0.01%
4
3592
$1K ﹤0.01%
11
+1
3593
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29
3594
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25
3595
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62
3596
$1K ﹤0.01%
100
3597
$1K ﹤0.01%
30
3598
$1K ﹤0.01%
17
+4
3599
$1K ﹤0.01%
63
-1,000
3600
$1K ﹤0.01%
24
142 143
144
145 146