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
1651
$61K ﹤0.01%
1,612
-384
1652
$61K ﹤0.01%
437
+234
1653
$61K ﹤0.01%
285
1654
$61K ﹤0.01%
560
+79
1655
$61K ﹤0.01%
+1,865
1656
$60K ﹤0.01%
5,000
1657
$60K ﹤0.01%
3,415
1658
$60K ﹤0.01%
252
+1
1659
$60K ﹤0.01%
2,871
+125
1660
$60K ﹤0.01%
4,500
1661
$60K ﹤0.01%
2,623
-838
1662
$60K ﹤0.01%
1,023
-139
1663
$60K ﹤0.01%
539
+54
1664
$60K ﹤0.01%
785
-17
1665
$60K ﹤0.01%
1,452
+579
1666
$60K ﹤0.01%
+2,000
1667
$60K ﹤0.01%
3,285
1668
$60K ﹤0.01%
449
+80
1669
$59K ﹤0.01%
684
-5
1670
$59K ﹤0.01%
1,241
+308
1671
$59K ﹤0.01%
508
-4
1672
$59K ﹤0.01%
788
-6
1673
$59K ﹤0.01%
781
+169
1674
$59K ﹤0.01%
128
-6
1675
$59K ﹤0.01%
1,046
+86
65 66
67
68 69