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
1176
$144K ﹤0.01%
3,248
+14
1177
$144K ﹤0.01%
6,894
-163
1178
$143K ﹤0.01%
1,729
-299
1179
$143K ﹤0.01%
2,445
-94
1180
$143K ﹤0.01%
682
+91
1181
$143K ﹤0.01%
2,863
-308
1182
$142K ﹤0.01%
2,008
+38
1183
$142K ﹤0.01%
3,052
+452
1184
$142K ﹤0.01%
2,646
-369
1185
$142K ﹤0.01%
31,812
-3,132
1186
$141K ﹤0.01%
10,500
1187
$141K ﹤0.01%
4,572
+2,900
1188
$141K ﹤0.01%
7,386
-33
1189
$141K ﹤0.01%
2,636
+33
1190
$141K ﹤0.01%
816
-119
1191
$141K ﹤0.01%
2,831
+790
1192
$140K ﹤0.01%
10,089
-316
1193
$140K ﹤0.01%
8,495
+3,300
1194
$139K ﹤0.01%
14,475
+14
1195
$139K ﹤0.01%
2,018
-33,407
1196
$138K ﹤0.01%
5,861
-833
1197
$138K ﹤0.01%
2,128
-93
1198
$138K ﹤0.01%
22,410
+3,765
1199
$137K ﹤0.01%
4,506
+2,359
1200
$137K ﹤0.01%
15,418
-258
46 47
48
49 50