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
1626
$63K ﹤0.01%
1,369
+1,094
1627
$63K ﹤0.01%
770
+250
1628
$63K ﹤0.01%
950
1629
$63K ﹤0.01%
1,186
+56
1630
$63K ﹤0.01%
1,327
-36
1631
$63K ﹤0.01%
2,245
-70
1632
$63K ﹤0.01%
358
-29
1633
$63K ﹤0.01%
1,172
-117
1634
$63K ﹤0.01%
6,610
-139
1635
$62K ﹤0.01%
415
+9
1636
$62K ﹤0.01%
694
+199
1637
$62K ﹤0.01%
2,380
+688
1638
$62K ﹤0.01%
+765
1639
$62K ﹤0.01%
1,024
+824
1640
$62K ﹤0.01%
2,434
-72
1641
$62K ﹤0.01%
2,426
-91
1642
$61K ﹤0.01%
917
-50
1643
$61K ﹤0.01%
1,250
1644
$61K ﹤0.01%
4,977
-89
1645
$61K ﹤0.01%
3,695
-112
1646
$61K ﹤0.01%
1,073
+354
1647
$61K ﹤0.01%
+1,701
1648
$61K ﹤0.01%
3,570
1649
$61K ﹤0.01%
1,185
-4
1650
$61K ﹤0.01%
680
-33
64 65
66
67 68