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
1351
$105K ﹤0.01%
674
+49
1352
$104K ﹤0.01%
2,157
-145
1353
$104K ﹤0.01%
3,381
-445
1354
$104K ﹤0.01%
1,620
+201
1355
$104K ﹤0.01%
931
-46
1356
$104K ﹤0.01%
630
+1
1357
$103K ﹤0.01%
3,222
+1,522
1358
$103K ﹤0.01%
4,720
-197
1359
$103K ﹤0.01%
3,765
+1,765
1360
$103K ﹤0.01%
2,738
1361
$103K ﹤0.01%
4,084
+2,938
1362
$102K ﹤0.01%
5,442
1363
$102K ﹤0.01%
2,600
+10
1364
$102K ﹤0.01%
3,400
1365
$102K ﹤0.01%
1,820
-10,404
1366
$102K ﹤0.01%
3,827
-4,931
1367
$102K ﹤0.01%
1,175
-435
1368
$102K ﹤0.01%
4,140
+2,967
1369
$101K ﹤0.01%
2,371
+1,210
1370
$101K ﹤0.01%
4,515
1371
$101K ﹤0.01%
4,050
1372
$101K ﹤0.01%
1,525
1373
$101K ﹤0.01%
2,247
+3
1374
$101K ﹤0.01%
1,520
+1,354
1375
$101K ﹤0.01%
1,829
53 54
55
56 57