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
1126
$162K 0.01%
2,050
1127
$162K 0.01%
2,252
+1
1128
$160K 0.01%
4,536
-203
1129
$160K 0.01%
7,719
+4,344
1130
$160K 0.01%
3,722
+100
1131
$159K 0.01%
564
-206
1132
$159K 0.01%
1,771
+30
1133
$159K 0.01%
2,354
-4,929
1134
$159K 0.01%
20,000
1135
$159K 0.01%
482
-25
1136
$158K 0.01%
1,501
+79
1137
$157K 0.01%
8,452
+2,558
1138
$157K 0.01%
2,513
+18
1139
$157K 0.01%
4,356
+64
1140
$157K 0.01%
20,487
-6
1141
$157K 0.01%
2,541
+248
1142
$156K 0.01%
3,582
+1,830
1143
$156K 0.01%
2,667
-326
1144
$155K 0.01%
3,496
1145
$155K 0.01%
2,639
-1,025
1146
$155K 0.01%
6,141
-16,570
1147
$155K 0.01%
16,738
+16,662
1148
$154K ﹤0.01%
761
+440
1149
$154K ﹤0.01%
4,434
+3,164
1150
$153K ﹤0.01%
2,537
+568
44 45
46
47 48