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
1601
$66K ﹤0.01%
1,034
1602
$66K ﹤0.01%
198
-84
1603
$66K ﹤0.01%
609
+347
1604
$66K ﹤0.01%
1,911
-209
1605
$66K ﹤0.01%
1,218
-119
1606
$66K ﹤0.01%
4,028
-3,250
1607
$65K ﹤0.01%
1,040
-88
1608
$65K ﹤0.01%
725
1609
$65K ﹤0.01%
1,374
+470
1610
$65K ﹤0.01%
6,000
1611
$65K ﹤0.01%
1,025
1612
$65K ﹤0.01%
165
+43
1613
$65K ﹤0.01%
1,642
1614
$64K ﹤0.01%
3,429
1615
$64K ﹤0.01%
155
+32
1616
$64K ﹤0.01%
268
-58
1617
$64K ﹤0.01%
2,825
+1,455
1618
$64K ﹤0.01%
1,533
+14
1619
$64K ﹤0.01%
709
-3,700
1620
$64K ﹤0.01%
14,017
+221
1621
$64K ﹤0.01%
3,080
+305
1622
$64K ﹤0.01%
1,354
-50
1623
$64K ﹤0.01%
243
-173
1624
$64K ﹤0.01%
1,320
+7
1625
$64K ﹤0.01%
1,183
-54
63 64
65
66 67