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
1201
$137K ﹤0.01%
5,107
+2,825
1202
$137K ﹤0.01%
2,095
1203
$137K ﹤0.01%
2,875
+240
1204
$137K ﹤0.01%
5,587
+899
1205
$137K ﹤0.01%
1,298
-16
1206
$137K ﹤0.01%
6,768
+30
1207
$135K ﹤0.01%
1,545
+3
1208
$135K ﹤0.01%
2,039
-30
1209
$135K ﹤0.01%
5,250
1210
$135K ﹤0.01%
1,676
+210
1211
$135K ﹤0.01%
335
+14
1212
$135K ﹤0.01%
6,217
+417
1213
$134K ﹤0.01%
5,549
-8,854
1214
$134K ﹤0.01%
1,313
+105
1215
$134K ﹤0.01%
2,796
-811
1216
$133K ﹤0.01%
2,190
-300
1217
$133K ﹤0.01%
4,359
1218
$133K ﹤0.01%
2,992
-338
1219
$132K ﹤0.01%
33,473
+1,787
1220
$132K ﹤0.01%
266
+62
1221
$132K ﹤0.01%
18,673
+51
1222
$132K ﹤0.01%
1,376
+74
1223
$132K ﹤0.01%
495
+214
1224
$131K ﹤0.01%
14,019
+10
1225
$131K ﹤0.01%
1,310
+183
47 48
49
50 51