HI

Harbour Investments Portfolio holdings

AUM $3.95B
1-Year Est. Return 13.24%
This Quarter Est. Return
1 Year Est. Return
+13.24%
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
76
$7.53M 0.24%
45,361
+18,448
77
$7.47M 0.24%
148,041
+5,299
78
$7.46M 0.24%
126,873
-8,560
79
$7.24M 0.23%
56,831
+25,836
80
$7.13M 0.23%
60,346
-35
81
$7.1M 0.23%
140,008
+2,849
82
$7.08M 0.23%
29,362
+877
83
$6.99M 0.22%
20,663
+38
84
$6.97M 0.22%
129,054
+2,350
85
$6.97M 0.22%
113,454
+20,049
86
$6.96M 0.22%
25,494
-875
87
$6.72M 0.21%
118,441
+13,683
88
$6.65M 0.21%
325,881
-20,826
89
$6.6M 0.21%
27,947
+13,633
90
$6.59M 0.21%
51,618
+7,489
91
$6.56M 0.21%
101,837
-627
92
$6.44M 0.21%
57,956
-2,243
93
$6.41M 0.2%
28,016
+1,262
94
$6.27M 0.2%
26,158
+733
95
$6.03M 0.19%
31,392
+175
96
$5.98M 0.19%
42,812
-14,996
97
$5.92M 0.19%
57,305
+7,525
98
$5.91M 0.19%
37,441
+1,425
99
$5.81M 0.19%
116,244
+14,975
100
$5.79M 0.18%
56,761
-5,313
2 3
4
5 6