HI

Harbour Investments Portfolio holdings

AUM $3.95B
1-Year Est. Return 13.24%
This Quarter Est. Return
1 Year Est. Return
+13.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.14B
AUM Growth
+$357M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,107
New
Increased
Reduced
Closed

Top Buys

1 +$25.7M
2 +$23.4M
3 +$21M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$20.9M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$13.1M

Sector Composition

1 Technology 6.03%
2 Consumer Discretionary 3.7%
3 Healthcare 3.53%
4 Consumer Staples 3.51%
5 Financials 3.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4001
$0 ﹤0.01%
+2
4002
$0 ﹤0.01%
+7
4003
$0 ﹤0.01%
1
4004
$0 ﹤0.01%
+6
4005
-398
4006
$0 ﹤0.01%
5
4007
$0 ﹤0.01%
8
4008
-5
4009
$0 ﹤0.01%
7
+1
4010
-7
4011
$0 ﹤0.01%
+2
4012
$0 ﹤0.01%
13
4013
$0 ﹤0.01%
51
4014
0
4015
$0 ﹤0.01%
13
4016
$0 ﹤0.01%
5
4017
$0 ﹤0.01%
10
4018
-15,696
4019
$0 ﹤0.01%
+4
4020
$0 ﹤0.01%
27
+1
4021
$0 ﹤0.01%
+1
4022
$0 ﹤0.01%
6
4023
-11
4024
$0 ﹤0.01%
+5
4025
-488