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
826
$310K 0.01%
4,708
+328
827
$309K 0.01%
1,964
+1,695
828
$309K 0.01%
9,354
-2,010
829
$308K 0.01%
10,854
-2,200
830
$308K 0.01%
3,739
+73
831
$307K 0.01%
1,566
-149
832
$307K 0.01%
5,032
-180
833
$307K 0.01%
6,290
+48
834
$307K 0.01%
2,713
+1
835
$307K 0.01%
8,632
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836
$306K 0.01%
11,717
+7,879
837
$305K 0.01%
5,250
-231
838
$304K 0.01%
856
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839
$303K 0.01%
5,565
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840
$300K 0.01%
121,580
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841
$300K 0.01%
5,410
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842
$299K 0.01%
22,044
+4,035
843
$297K 0.01%
3,706
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844
$296K 0.01%
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845
$296K 0.01%
9,837
+603
846
$295K 0.01%
8,510
+6,079
847
$295K 0.01%
10,151
-316
848
$294K 0.01%
21,635
-2,636
849
$293K 0.01%
1,744
-1,795
850
$293K 0.01%
5,904
32 33
34
35 36