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
701
$430K 0.01%
20,830
+2,925
702
$430K 0.01%
1,810
-10
703
$429K 0.01%
6,077
-106
704
$429K 0.01%
3,820
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705
$428K 0.01%
1,136
-3
706
$427K 0.01%
16,490
707
$426K 0.01%
7,625
+1,712
708
$426K 0.01%
6,438
-582
709
$425K 0.01%
4,805
-290
710
$424K 0.01%
2,531
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711
$424K 0.01%
1,403
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712
$424K 0.01%
5,724
+50
713
$422K 0.01%
6,029
+382
714
$421K 0.01%
650
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715
$420K 0.01%
1,393
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2,209
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717
$414K 0.01%
4,142
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718
$413K 0.01%
25,785
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719
$412K 0.01%
243
-20
720
$412K 0.01%
4,756
+666
721
$412K 0.01%
15,413
+1,208
722
$412K 0.01%
5,043
+307
723
$411K 0.01%
4,623
-156
724
$411K 0.01%
7,589
-1,924
725
$411K 0.01%
25,871
-5,727
27 28
29
30 31