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
751
$383K 0.01%
6,106
-515
752
$382K 0.01%
5,936
+2,017
753
$379K 0.01%
4,859
-437
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$379K 0.01%
1,815
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$379K 0.01%
8,221
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756
$373K 0.01%
6,264
+51
757
$373K 0.01%
28,266
-57,338
758
$373K 0.01%
2,222
+37
759
$372K 0.01%
20,918
+164
760
$370K 0.01%
28,726
-2,995
761
$370K 0.01%
1,851
+170
762
$370K 0.01%
4,690
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763
$369K 0.01%
17,963
+1,248
764
$368K 0.01%
4,271
-97,553
765
$367K 0.01%
10,359
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$365K 0.01%
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767
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8,152
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768
$364K 0.01%
10,484
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769
$362K 0.01%
3,710
+438
770
$362K 0.01%
11,803
-1,750
771
$362K 0.01%
5,234
-233
772
$362K 0.01%
7,536
+679
773
$362K 0.01%
5,143
+110
774
$361K 0.01%
18,852
-149
775
$360K 0.01%
7,056
-2,520
29 30
31
32 33