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
4076
– –
-1,425
4077
$0 ﹤0.01%
8
-1
4078
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-2
4079
$0 ﹤0.01%
5
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4080
$0 ﹤0.01%
+6
4081
$0 ﹤0.01%
5
-2
4082
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4083
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4084
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-260
4085
$0 ﹤0.01%
32
4086
$0 ﹤0.01%
4
4087
$0 ﹤0.01%
13
-6
4088
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-300
4089
$0 ﹤0.01%
12
4090
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-24
4091
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-194
4092
$0 ﹤0.01%
2
4093
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0
4094
$0 ﹤0.01%
6
+1
4095
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-425
4096
$0 ﹤0.01%
2
4097
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4098
$0 ﹤0.01%
2
+1
4099
$0 ﹤0.01%
6
4100
$0 ﹤0.01%
7
+2
162 163
164
165 166