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
426
$1.06M 0.03%
14,893
-135
427
$1.05M 0.03%
18,837
+2,422
428
$1.05M 0.03%
8,392
+5
429
$1.05M 0.03%
11,104
+49
430
$1.04M 0.03%
10,012
+7,388
431
$1.04M 0.03%
37,216
+4,902
432
$1.04M 0.03%
40,327
+6,826
433
$1.04M 0.03%
10,606
+1,070
434
$1.04M 0.03%
3,536
+1,407
435
$1.03M 0.03%
50,751
+3,790
436
$1.03M 0.03%
13,492
+3,182
437
$1.03M 0.03%
50,028
+10,018
438
$1.02M 0.03%
10,017
+1,602
439
$1.01M 0.03%
14,499
-2,448
440
$1.01M 0.03%
24,393
+14,719
441
$1.01M 0.03%
125,279
-10,145
442
$1M 0.03%
27,515
-12,485
443
$996K 0.03%
3,753
+172
444
$996K 0.03%
32,534
-700
445
$994K 0.03%
13,895
+1,347
446
$992K 0.03%
25,424
-12,297
447
$988K 0.03%
19,711
-298
448
$987K 0.03%
9,029
+677
449
$987K 0.03%
8,569
+24
450
$984K 0.03%
8,810
+196
16 17
18
19 20