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
351
$1.5M 0.05%
29,164
+1,406
352
$1.5M 0.05%
7,102
-324
353
$1.49M 0.05%
28,592
+18,239
354
$1.49M 0.05%
17,483
+13,425
355
$1.49M 0.05%
70,887
-11,035
356
$1.49M 0.05%
10,063
-4,267
357
$1.49M 0.05%
27,250
-1,344
358
$1.49M 0.05%
28,924
+6,454
359
$1.48M 0.05%
29,729
+1,826
360
$1.48M 0.05%
27,824
+4,229
361
$1.47M 0.05%
38,235
-530
362
$1.46M 0.05%
32,610
+1,139
363
$1.45M 0.05%
108,129
+2,836
364
$1.44M 0.05%
36,884
+31,910
365
$1.43M 0.05%
14,483
-1,054
366
$1.42M 0.05%
55,088
-16,924
367
$1.42M 0.05%
11,453
+224
368
$1.41M 0.05%
46,976
+21,266
369
$1.4M 0.04%
35,006
-95
370
$1.4M 0.04%
12,382
-1,555
371
$1.39M 0.04%
10,949
+405
372
$1.39M 0.04%
23,577
-441
373
$1.38M 0.04%
16,889
-359
374
$1.37M 0.04%
16,921
-320
375
$1.36M 0.04%
5,707
-1,228
13 14
15
16 17