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
1526
$76K ﹤0.01%
1,229
1527
$76K ﹤0.01%
2,472
-1,300
1528
$76K ﹤0.01%
1,376
+174
1529
$76K ﹤0.01%
877
1530
$76K ﹤0.01%
1,250
+450
1531
$76K ﹤0.01%
372
-80
1532
$76K ﹤0.01%
834
1533
$75K ﹤0.01%
2,882
+71
1534
$75K ﹤0.01%
2,601
-2
1535
$75K ﹤0.01%
3,013
1536
$75K ﹤0.01%
1,989
+139
1537
$75K ﹤0.01%
7,580
1538
$75K ﹤0.01%
696
+93
1539
$75K ﹤0.01%
499
+1
1540
$74K ﹤0.01%
3,379
-4,325
1541
$74K ﹤0.01%
1,440
-1,138
1542
$74K ﹤0.01%
2,512
1543
$74K ﹤0.01%
144
+17
1544
$73K ﹤0.01%
1,212
+84
1545
$73K ﹤0.01%
3,799
+821
1546
$73K ﹤0.01%
1,589
+166
1547
$73K ﹤0.01%
3,123
-925
1548
$73K ﹤0.01%
655
-347
1549
$73K ﹤0.01%
2,975
-158
1550
$73K ﹤0.01%
4,440
-212
60 61
62
63 64