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
3651
$1K ﹤0.01%
180
3652
$1K ﹤0.01%
247
+212
3653
$1K ﹤0.01%
16
+11
3654
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116
3655
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25
+1
3656
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12
3657
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7
-4
3658
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105
3659
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9
-80
3660
$1K ﹤0.01%
+27
3661
$1K ﹤0.01%
22
+1
3662
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+30
3663
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3
-1
3664
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127
3665
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27
-17
3666
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20
3667
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3668
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183
+73
3669
$1K ﹤0.01%
56
-35
3670
$1K ﹤0.01%
15
+3
3671
$1K ﹤0.01%
15
3672
$1K ﹤0.01%
27
3673
$1K ﹤0.01%
27
3674
$1K ﹤0.01%
13
+5
3675
$1K ﹤0.01%
200
145 146
147
148 149