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
1051
$190K 0.01%
1,222
+24
1052
$189K 0.01%
9,538
+4,944
1053
$189K 0.01%
4,400
+1
1054
$189K 0.01%
962
+58
1055
$189K 0.01%
2,826
-3,799
1056
$188K 0.01%
19,250
-500
1057
$187K 0.01%
3,091
+2,576
1058
$186K 0.01%
5,885
+955
1059
$186K 0.01%
6,302
1060
$186K 0.01%
12,114
+240
1061
$186K 0.01%
2,265
+29
1062
$185K 0.01%
2,310
+18
1063
$185K 0.01%
1,263
-159
1064
$185K 0.01%
6,839
1065
$185K 0.01%
2,126
-194
1066
$184K 0.01%
2,443
-10
1067
$183K 0.01%
826
+36
1068
$183K 0.01%
3,148
+3,095
1069
$183K 0.01%
3,286
-149
1070
$182K 0.01%
292
-1,422
1071
$181K 0.01%
8,156
+38
1072
$180K 0.01%
3,724
-5,153
1073
$180K 0.01%
3,449
1074
$180K 0.01%
2,529
-132
1075
$180K 0.01%
4,419
+261
41 42
43
44 45