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
376
$1.35M 0.04%
47,455
+697
377
$1.34M 0.04%
55,745
+552
378
$1.34M 0.04%
17,762
-1,305
379
$1.34M 0.04%
6,833
-239
380
$1.31M 0.04%
24,728
-1,732
381
$1.3M 0.04%
9,777
-335
382
$1.3M 0.04%
10,156
-6,258
383
$1.29M 0.04%
37,974
+29,493
384
$1.29M 0.04%
3,574
+308
385
$1.28M 0.04%
21,334
-568
386
$1.27M 0.04%
21,817
+1,674
387
$1.26M 0.04%
65,972
+1,353
388
$1.26M 0.04%
12,911
+4,716
389
$1.25M 0.04%
16,503
+9
390
$1.24M 0.04%
7,946
-1,031
391
$1.24M 0.04%
17,099
+2,963
392
$1.24M 0.04%
7,100
+551
393
$1.24M 0.04%
27,920
+22,583
394
$1.23M 0.04%
3
395
$1.23M 0.04%
20,144
-91
396
$1.22M 0.04%
9,939
+98
397
$1.22M 0.04%
9,689
+2,009
398
$1.21M 0.04%
34,322
+1,060
399
$1.2M 0.04%
12,050
+542
400
$1.19M 0.04%
35,901
+6,382
14 15
16
17 18