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
476
$893K 0.03%
7,530
-4,041
477
$893K 0.03%
35,127
+1,348
478
$888K 0.03%
16,671
-752
479
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480
$875K 0.03%
8,770
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481
$872K 0.03%
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-262
482
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13,315
+4,548
483
$867K 0.03%
8,600
+5,216
484
$866K 0.03%
8,505
-765
485
$864K 0.03%
20,640
-4,876
486
$861K 0.03%
14,334
+5,448
487
$858K 0.03%
13,654
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488
$855K 0.03%
9,598
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489
$851K 0.03%
39,344
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490
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12,757
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15,708
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494
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16,211
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495
$838K 0.03%
151,886
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496
$828K 0.03%
26,666
497
$819K 0.03%
24,432
+153
498
$814K 0.03%
30,222
-332
499
$811K 0.03%
6,757
-229
500
$810K 0.03%
7,159
-3,865
18 19
20
21 22