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
776
$358K 0.01%
3,982
-1,375
777
$358K 0.01%
5,050
+4,000
778
$358K 0.01%
1,898
-655
779
$356K 0.01%
2,103
-265
780
$355K 0.01%
5,773
+1,316
781
$354K 0.01%
2,384
+365
782
$354K 0.01%
7,706
+20
783
$353K 0.01%
9,313
+2,188
784
$351K 0.01%
11,400
785
$351K 0.01%
48,221
-3,172
786
$349K 0.01%
30,106
-336
787
$349K 0.01%
5,743
-359
788
$347K 0.01%
22,240
+3,687
789
$346K 0.01%
67,605
-14
790
$345K 0.01%
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791
$345K 0.01%
17,150
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792
$343K 0.01%
5,245
-382
793
$341K 0.01%
4,402
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794
$340K 0.01%
42,785
+300
795
$338K 0.01%
9,973
-123
796
$337K 0.01%
3,690
+131
797
$337K 0.01%
8,667
+198
798
$336K 0.01%
12,657
-190
799
$336K 0.01%
13,422
+16
800
$336K 0.01%
4,078
-24
30 31
32
33 34