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
1251
$125K ﹤0.01%
4,172
-2,442
1252
$125K ﹤0.01%
3,702
+447
1253
$125K ﹤0.01%
4,121
+327
1254
$125K ﹤0.01%
2,379
-1,429
1255
$125K ﹤0.01%
488
-12
1256
$124K ﹤0.01%
2,386
-1,604
1257
$124K ﹤0.01%
871
+68
1258
$124K ﹤0.01%
2,900
-31
1259
$124K ﹤0.01%
4,393
+10
1260
$123K ﹤0.01%
22,580
-586
1261
$123K ﹤0.01%
1,618
1262
$123K ﹤0.01%
1,446
+92
1263
$123K ﹤0.01%
1,460
+57
1264
$123K ﹤0.01%
15,266
+833
1265
$122K ﹤0.01%
1,574
+124
1266
$121K ﹤0.01%
2,742
+602
1267
$121K ﹤0.01%
1,858
-1,096
1268
$121K ﹤0.01%
3,862
+58
1269
$121K ﹤0.01%
1,105
-220
1270
$120K ﹤0.01%
1,277
+1
1271
$120K ﹤0.01%
5,517
+24
1272
$120K ﹤0.01%
4,882
-6
1273
$120K ﹤0.01%
270
+3
1274
$120K ﹤0.01%
10,672
-568
1275
$119K ﹤0.01%
5,877
+11
49 50
51
52 53