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
801
$335K 0.01%
15,150
-785
802
$333K 0.01%
3,514
+755
803
$331K 0.01%
829
+126
804
$331K 0.01%
3,696
+2,102
805
$330K 0.01%
10,535
806
$330K 0.01%
11,146
-21
807
$330K 0.01%
9,448
+2,889
808
$328K 0.01%
5,969
+771
809
$328K 0.01%
6,630
-236
810
$328K 0.01%
13,868
-1,679
811
$327K 0.01%
2,919
-149
812
$326K 0.01%
1,883
-349
813
$325K 0.01%
6,057
-60,348
814
$323K 0.01%
4,738
+548
815
$323K 0.01%
24,558
-453
816
$321K 0.01%
3,693
+304
817
$321K 0.01%
1,186
+65
818
$318K 0.01%
18,912
+4,305
819
$318K 0.01%
1,214
+20
820
$318K 0.01%
5,590
+810
821
$317K 0.01%
9,579
822
$316K 0.01%
7,516
+431
823
$312K 0.01%
2,254
-90
824
$311K 0.01%
5,210
+6
825
$311K 0.01%
10,459
+3,857
31 32
33
34 35