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
3601
$1K ﹤0.01%
+4
3602
$1K ﹤0.01%
69
-38
3603
$1K ﹤0.01%
24
3604
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163
3605
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82
+54
3606
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4
3607
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6
-201
3608
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25
-13
3609
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75
3610
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50
-21
3611
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88
+1
3612
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170
3613
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170
3614
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13
3615
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100
3616
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14
-20
3617
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35
+12
3618
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+47
3619
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20
3620
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16
-6
3621
$1K ﹤0.01%
35
-1
3622
$1K ﹤0.01%
43
3623
$1K ﹤0.01%
77
-74
3624
$1K ﹤0.01%
110
+100
3625
$1K ﹤0.01%
+1
143 144
145
146 147