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
1451
$87K ﹤0.01%
455
+5
1452
$87K ﹤0.01%
2,956
1453
$87K ﹤0.01%
14
+1
1454
$87K ﹤0.01%
2,540
+23
1455
$87K ﹤0.01%
556
-39
1456
$87K ﹤0.01%
1,092
-63
1457
$86K ﹤0.01%
8,819
+19
1458
$86K ﹤0.01%
3,100
1459
$86K ﹤0.01%
543
-2,449
1460
$86K ﹤0.01%
1,226
+1
1461
$86K ﹤0.01%
2,411
-1,530
1462
$86K ﹤0.01%
1,720
1463
$86K ﹤0.01%
129
1464
$86K ﹤0.01%
1,005
1465
$86K ﹤0.01%
981
+494
1466
$86K ﹤0.01%
1,558
+1,000
1467
$86K ﹤0.01%
1,143
+73
1468
$86K ﹤0.01%
2,756
+125
1469
$85K ﹤0.01%
114
-3
1470
$85K ﹤0.01%
3,450
-2,242
1471
$85K ﹤0.01%
2,492
+447
1472
$85K ﹤0.01%
1,393
-283
1473
$85K ﹤0.01%
5,787
+2
1474
$85K ﹤0.01%
2,720
1475
$85K ﹤0.01%
930
+50
57 58
59
60 61