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
3626
$1K ﹤0.01%
8
+1
3627
$1K ﹤0.01%
6
-81
3628
$1K ﹤0.01%
665
3629
$1K ﹤0.01%
40
3630
$1K ﹤0.01%
47
-65
3631
$1K ﹤0.01%
36
3632
$1K ﹤0.01%
124
-19
3633
$1K ﹤0.01%
42
-2
3634
$1K ﹤0.01%
28
-1,069
3635
$1K ﹤0.01%
+150
3636
$1K ﹤0.01%
+15
3637
$1K ﹤0.01%
+24
3638
$1K ﹤0.01%
+85
3639
$1K ﹤0.01%
62
3640
$1K ﹤0.01%
24
-24
3641
$1K ﹤0.01%
1,413
-159
3642
$1K ﹤0.01%
10
3643
$1K ﹤0.01%
22
+15
3644
$1K ﹤0.01%
+62
3645
$1K ﹤0.01%
18
-9
3646
$1K ﹤0.01%
25
3647
$1K ﹤0.01%
8
3648
$1K ﹤0.01%
15
3649
$1K ﹤0.01%
45
3650
$1K ﹤0.01%
17
+10
144 145
146
147 148