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
1426
$92K ﹤0.01%
2,663
+9
1427
$92K ﹤0.01%
551
-225
1428
$91K ﹤0.01%
2,206
+4
1429
$91K ﹤0.01%
5,481
+1,530
1430
$91K ﹤0.01%
2,761
+17
1431
$91K ﹤0.01%
5,927
+3,800
1432
$91K ﹤0.01%
8,424
-124
1433
$91K ﹤0.01%
3,498
-94
1434
$90K ﹤0.01%
316
-17
1435
$90K ﹤0.01%
1,263
+1,000
1436
$90K ﹤0.01%
1,072
+100
1437
$90K ﹤0.01%
1,219
-200
1438
$90K ﹤0.01%
15,608
+144
1439
$89K ﹤0.01%
1,984
-391
1440
$88K ﹤0.01%
5,200
1441
$88K ﹤0.01%
934
-212
1442
$88K ﹤0.01%
996
-286
1443
$88K ﹤0.01%
979
+192
1444
$88K ﹤0.01%
5,163
-185
1445
$88K ﹤0.01%
4,143
+51
1446
$88K ﹤0.01%
3,556
+1,321
1447
$88K ﹤0.01%
970
-163
1448
$88K ﹤0.01%
1,259
+183
1449
$88K ﹤0.01%
1,568
+307
1450
$88K ﹤0.01%
698
+143
56 57
58
59 60