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
851
$293K 0.01%
10,926
-9,976
852
$292K 0.01%
4,878
853
$291K 0.01%
4,782
-29
854
$286K 0.01%
29,348
+72
855
$286K 0.01%
3,553
-242
856
$286K 0.01%
2,200
+795
857
$284K 0.01%
7,602
+4,306
858
$283K 0.01%
5,015
+14
859
$282K 0.01%
15,019
+15,014
860
$281K 0.01%
2,449
-3,918
861
$280K 0.01%
17,422
+1,095
862
$280K 0.01%
14,129
+4,077
863
$279K 0.01%
11,034
-386
864
$278K 0.01%
2,759
+1,133
865
$278K 0.01%
27,805
+223
866
$277K 0.01%
5,029
-234
867
$277K 0.01%
5,827
-1,430
868
$275K 0.01%
9,353
+721
869
$274K 0.01%
8,000
870
$274K 0.01%
3,136
-3
871
$273K 0.01%
8,389
-1,558
872
$272K 0.01%
1,870
+366
873
$271K 0.01%
1,025
-4
874
$271K 0.01%
2,694
-48
875
$271K 0.01%
1,717
+1,617
33 34
35
36 37