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
451
$981K 0.03%
7,388
-6,600
452
$977K 0.03%
12,529
-10,952
453
$976K 0.03%
8,134
-2,189
454
$970K 0.03%
15,713
-1,458
455
$966K 0.03%
12,489
-87
456
$964K 0.03%
8,284
-3,657
457
$963K 0.03%
5,558
+1,028
458
$963K 0.03%
12,280
-1,208
459
$961K 0.03%
90,108
-13,509
460
$957K 0.03%
3,718
-2,988
461
$953K 0.03%
3,245
+455
462
$951K 0.03%
22,788
+9,627
463
$948K 0.03%
2,964
+458
464
$942K 0.03%
3,833
+594
465
$931K 0.03%
4,795
-2,383
466
$930K 0.03%
52,458
+244
467
$930K 0.03%
4,663
-3,692
468
$925K 0.03%
19,228
+18,694
469
$923K 0.03%
13,602
+570
470
$918K 0.03%
25,379
+2,269
471
$914K 0.03%
10,990
-954
472
$909K 0.03%
8,877
+230
473
$903K 0.03%
12,867
-4,084
474
$903K 0.03%
6,415
+172
475
$901K 0.03%
26,756
-1,593
17 18
19
20 21