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
1401
$96K ﹤0.01%
5,489
+18
1402
$96K ﹤0.01%
7,182
+84
1403
$96K ﹤0.01%
5,376
1404
$95K ﹤0.01%
4,575
+1,402
1405
$95K ﹤0.01%
3,361
-392
1406
$95K ﹤0.01%
1,495
1407
$95K ﹤0.01%
+400
1408
$95K ﹤0.01%
5,673
-74
1409
$94K ﹤0.01%
1,121
-77
1410
$94K ﹤0.01%
2,064
1411
$94K ﹤0.01%
1,684
-259
1412
$94K ﹤0.01%
1,298
+6
1413
$93K ﹤0.01%
1,084
+1
1414
$93K ﹤0.01%
612
-47
1415
$93K ﹤0.01%
2,990
+369
1416
$93K ﹤0.01%
3,600
+600
1417
$93K ﹤0.01%
2,280
+300
1418
$93K ﹤0.01%
498
-12
1419
$93K ﹤0.01%
481
-27
1420
$93K ﹤0.01%
1,154
+1
1421
$93K ﹤0.01%
3,823
+2,300
1422
$92K ﹤0.01%
614
+374
1423
$92K ﹤0.01%
1,996
+355
1424
$92K ﹤0.01%
2,188
1425
$92K ﹤0.01%
768
-485
55 56
57
58 59