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
401
$1.19M 0.04%
27,883
+2,758
402
$1.18M 0.04%
3,406
+116
403
$1.18M 0.04%
29,040
+1,170
404
$1.16M 0.04%
23,474
+85
405
$1.15M 0.04%
46,016
-3,686
406
$1.14M 0.04%
52,817
+6,707
407
$1.14M 0.04%
5,682
+331
408
$1.14M 0.04%
194,646
+1,760
409
$1.14M 0.04%
33,393
+834
410
$1.13M 0.04%
20,400
-362
411
$1.13M 0.04%
17,303
-1,298
412
$1.12M 0.04%
3,983
-687
413
$1.11M 0.04%
10,569
-526
414
$1.11M 0.04%
6,707
-746
415
$1.11M 0.04%
26,754
+14,190
416
$1.1M 0.04%
57,867
-12,742
417
$1.1M 0.04%
16,922
+2,931
418
$1.09M 0.03%
17,653
-1,670
419
$1.09M 0.03%
18,515
+206
420
$1.08M 0.03%
9,720
+253
421
$1.07M 0.03%
15,755
+1,923
422
$1.07M 0.03%
13,173
+8,113
423
$1.07M 0.03%
19,217
+151
424
$1.06M 0.03%
53,737
+1,225
425
$1.06M 0.03%
10,898
-271
15 16
17
18 19