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
1501
$81K ﹤0.01%
6,416
+24
1502
$80K ﹤0.01%
5,256
1503
$80K ﹤0.01%
1,585
-25
1504
$80K ﹤0.01%
3,521
+12
1505
$79K ﹤0.01%
2,400
1506
$79K ﹤0.01%
6,809
1507
$79K ﹤0.01%
892
1508
$79K ﹤0.01%
1,188
+42
1509
$79K ﹤0.01%
2,185
+1,592
1510
$79K ﹤0.01%
3,025
-87
1511
$79K ﹤0.01%
8,000
1512
$78K ﹤0.01%
5,159
1513
$78K ﹤0.01%
2,847
1514
$78K ﹤0.01%
788
1515
$78K ﹤0.01%
1,660
-143
1516
$78K ﹤0.01%
2,126
+120
1517
$78K ﹤0.01%
1,525
+269
1518
$77K ﹤0.01%
3,935
+1
1519
$77K ﹤0.01%
8,100
+13
1520
$77K ﹤0.01%
2,124
1521
$77K ﹤0.01%
1,109
-46
1522
$77K ﹤0.01%
2,604
+721
1523
$77K ﹤0.01%
2,634
+128
1524
$77K ﹤0.01%
2,170
+391
1525
$77K ﹤0.01%
152
+19
59 60
61
62 63