HI

Harbour Investments Portfolio holdings

AUM $4.93B
1-Year Est. Return 16.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.16%
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
+$12.3M
2
+$5.96M
3
+$5.53M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$5.21M
5
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$4.89M

Top Sells

1
+$9.01M
2
+$8.41M
3
+$3.82M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$3.34M
5
FNCL icon
Fidelity MSCI Financials Index ETF
FNCL
+$3.22M

Sector Composition

1 Technology 5.81%
2 Consumer Discretionary 3.51%
3 Consumer Staples 3.48%
4 Financials 3.39%
5 Healthcare 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$231K 0.01%
8,709
952
$230K 0.01%
7,710
+650
953
$230K 0.01%
1,900
-180
954
$230K 0.01%
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955
$229K 0.01%
7,435
+15
956
$229K 0.01%
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-199
957
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12,754
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958
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2,217
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959
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960
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961
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962
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10,492
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12,674
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965
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774
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735
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$222K 0.01%
4,323
975
$221K 0.01%
809
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37 38
39
40 41