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
1676
$59K ﹤0.01%
1,376
+1
1677
$58K ﹤0.01%
1,150
+1
1678
$58K ﹤0.01%
2,200
1679
$58K ﹤0.01%
1,068
+1
1680
$58K ﹤0.01%
1,953
-387
1681
$58K ﹤0.01%
242
+17
1682
$58K ﹤0.01%
1,172
+30
1683
$58K ﹤0.01%
3,519
+32
1684
$58K ﹤0.01%
1,380
1685
$58K ﹤0.01%
2,036
1686
$58K ﹤0.01%
1,662
1687
$57K ﹤0.01%
298
+6
1688
$57K ﹤0.01%
1,827
1689
$57K ﹤0.01%
2,817
1690
$57K ﹤0.01%
3,735
+3,433
1691
$57K ﹤0.01%
605
-26
1692
$57K ﹤0.01%
5,431
-29
1693
$57K ﹤0.01%
2,685
+75
1694
$57K ﹤0.01%
517
+1
1695
$57K ﹤0.01%
3,401
1696
$57K ﹤0.01%
2,506
+184
1697
$57K ﹤0.01%
790
+156
1698
$57K ﹤0.01%
2,000
1699
$57K ﹤0.01%
1,315
+1
1700
$57K ﹤0.01%
1,263
+2
66 67
68
69 70