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
876
$269K 0.01%
2,842
+125
877
$268K 0.01%
8,445
878
$268K 0.01%
5,159
-127
879
$267K 0.01%
1,525
-75
880
$267K 0.01%
6,129
+691
881
$267K 0.01%
1,848
-427
882
$267K 0.01%
1,548
+120
883
$267K 0.01%
23,338
+26
884
$266K 0.01%
6,578
-545
885
$266K 0.01%
3,603
-698
886
$265K 0.01%
8,950
+7,730
887
$265K 0.01%
8,718
+480
888
$264K 0.01%
4,493
+3,035
889
$262K 0.01%
2,593
-1
890
$262K 0.01%
4,212
-3,021
891
$261K 0.01%
5,375
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892
$261K 0.01%
1,757
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893
$260K 0.01%
5,383
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894
$260K 0.01%
5,256
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895
$260K 0.01%
815
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896
$259K 0.01%
2,861
-3,579
897
$259K 0.01%
1,747
-5
898
$259K 0.01%
899
-1,684
899
$259K 0.01%
5,676
-1,088
900
$258K 0.01%
2,890
34 35
36
37 38