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
726
$408K 0.01%
8,789
-48
727
$405K 0.01%
3,828
+1,248
728
$404K 0.01%
6,105
+175
729
$404K 0.01%
16,871
+20
730
$404K 0.01%
18,495
+150
731
$402K 0.01%
+5,130
732
$401K 0.01%
6,730
+6,690
733
$399K 0.01%
4,956
-455
734
$399K 0.01%
1,055
+116
735
$399K 0.01%
642
+107
736
$395K 0.01%
235
+8
737
$395K 0.01%
930
-5
738
$394K 0.01%
5,314
-100
739
$394K 0.01%
15,206
-13,955
740
$392K 0.01%
8,297
-5,668
741
$392K 0.01%
510
+40
742
$391K 0.01%
1,027
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743
$391K 0.01%
10,549
+576
744
$390K 0.01%
1,628
-272
745
$389K 0.01%
6,204
+270
746
$389K 0.01%
6,298
+3,817
747
$389K 0.01%
8,605
-2,873
748
$388K 0.01%
2,130
-3
749
$388K 0.01%
22,636
-1,772
750
$386K 0.01%
5,368
-75
28 29
30
31 32