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
551
$656K 0.02%
5,342
+473
552
$655K 0.02%
19,304
-239
553
$654K 0.02%
2,971
+387
554
$653K 0.02%
21,350
+25
555
$652K 0.02%
34,421
-21,151
556
$651K 0.02%
1,594
+50
557
$647K 0.02%
3,821
+63
558
$644K 0.02%
10,419
-978
559
$642K 0.02%
19,017
-47,369
560
$642K 0.02%
1,723
-15
561
$641K 0.02%
26,572
+300
562
$639K 0.02%
19,370
-310
563
$635K 0.02%
3,871
+486
564
$635K 0.02%
46,462
+22,995
565
$632K 0.02%
3,224
-47
566
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19,678
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$629K 0.02%
5,844
+1,623
568
$628K 0.02%
749
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569
$624K 0.02%
+19,111
570
$624K 0.02%
15,216
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571
$622K 0.02%
13,050
+244
572
$620K 0.02%
11,230
-680
573
$618K 0.02%
2,210
+2
574
$617K 0.02%
8,476
-80
575
$615K 0.02%
55,875
-8,171
21 22
23
24 25