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
1276
$119K ﹤0.01%
2,074
+648
1277
$119K ﹤0.01%
1,242
-7
1278
$119K ﹤0.01%
7,103
1279
$119K ﹤0.01%
2,130
-23
1280
$119K ﹤0.01%
1,133
+35
1281
$119K ﹤0.01%
943
+857
1282
$118K ﹤0.01%
5,472
+400
1283
$118K ﹤0.01%
3,842
1284
$118K ﹤0.01%
1,859
1285
$118K ﹤0.01%
636
+300
1286
$118K ﹤0.01%
2,963
+228
1287
$118K ﹤0.01%
368
+93
1288
$118K ﹤0.01%
4,151
-460
1289
$118K ﹤0.01%
5,725
+141
1290
$117K ﹤0.01%
603
+105
1291
$117K ﹤0.01%
1,988
+10
1292
$117K ﹤0.01%
6,412
1293
$117K ﹤0.01%
638
+28
1294
$117K ﹤0.01%
8,030
1295
$116K ﹤0.01%
3,620
-355
1296
$116K ﹤0.01%
2,819
-437
1297
$116K ﹤0.01%
2,164
+438
1298
$116K ﹤0.01%
2,968
+461
1299
$116K ﹤0.01%
5,872
+1
1300
$116K ﹤0.01%
4,570
+2,800
50 51
52
53 54