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
1576
$69K ﹤0.01%
955
+2
1577
$69K ﹤0.01%
2,124
+211
1578
$69K ﹤0.01%
1,483
-1
1579
$69K ﹤0.01%
4,200
+2,000
1580
$69K ﹤0.01%
2,992
-5,224
1581
$69K ﹤0.01%
3,722
+127
1582
$69K ﹤0.01%
10,371
-709
1583
$68K ﹤0.01%
3,180
1584
$68K ﹤0.01%
4,882
+929
1585
$68K ﹤0.01%
1,331
+8
1586
$68K ﹤0.01%
1,399
+29
1587
$68K ﹤0.01%
1,940
+1,020
1588
$68K ﹤0.01%
2,018
+323
1589
$68K ﹤0.01%
6,745
+30
1590
$68K ﹤0.01%
493
+8
1591
$67K ﹤0.01%
1,298
-81
1592
$67K ﹤0.01%
2,221
+9
1593
$67K ﹤0.01%
3,286
+469
1594
$67K ﹤0.01%
560
+125
1595
$67K ﹤0.01%
2,272
1596
$67K ﹤0.01%
580
+33
1597
$67K ﹤0.01%
2,230
1598
$67K ﹤0.01%
1,081
+22
1599
$66K ﹤0.01%
1,955
1600
$66K ﹤0.01%
2,308
62 63
64
65 66