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
3876
$0 ﹤0.01%
+1
3877
– –
-13,233
3878
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-13,873
3879
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-12,195
3880
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-3
3881
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3882
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-3,780
3883
$0 ﹤0.01%
6
3884
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3885
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3886
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3887
$0 ﹤0.01%
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3888
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2
-1
3889
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3890
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3891
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3892
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3893
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1
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3894
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20
3896
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3897
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3898
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3899
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3900
$0 ﹤0.01%
40
-21
154 155
156
157 158