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
1076
$180K 0.01%
568
+299
1077
$180K 0.01%
1,058
+163
1078
$179K 0.01%
1,904
-200
1079
$179K 0.01%
5,760
1080
$178K 0.01%
6,263
-4
1081
$178K 0.01%
10,235
1082
$178K 0.01%
3,555
-452
1083
$177K 0.01%
3,225
+678
1084
$177K 0.01%
13,266
-130
1085
$176K 0.01%
3,516
+598
1086
$176K 0.01%
3,435
-100
1087
$176K 0.01%
4,024
+702
1088
$176K 0.01%
991
+380
1089
$175K 0.01%
444
+85
1090
$175K 0.01%
4,484
-815
1091
$175K 0.01%
1,348
+233
1092
$174K 0.01%
6,091
-1,171
1093
$174K 0.01%
3,205
-466
1094
$173K 0.01%
24,177
-4,754
1095
$173K 0.01%
12,127
+430
1096
$173K 0.01%
12,421
+115
1097
$173K 0.01%
1,197
+4
1098
$172K 0.01%
2,335
+1,371
1099
$172K 0.01%
515
+11
1100
$171K 0.01%
6,622
+410
42 43
44
45 46