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
1701
$57K ﹤0.01%
744
+584
1702
$56K ﹤0.01%
476
+38
1703
$56K ﹤0.01%
992
+76
1704
$56K ﹤0.01%
841
-2
1705
$56K ﹤0.01%
1,449
-3,654
1706
$56K ﹤0.01%
614
+15
1707
$56K ﹤0.01%
587
-77
1708
$56K ﹤0.01%
1,278
+58
1709
$56K ﹤0.01%
654
+18
1710
$55K ﹤0.01%
504
+4
1711
$55K ﹤0.01%
9,000
+110
1712
$55K ﹤0.01%
301
-3,601
1713
$55K ﹤0.01%
2,022
+10
1714
$55K ﹤0.01%
347
+20
1715
$55K ﹤0.01%
6,368
+10
1716
$55K ﹤0.01%
630
+413
1717
$55K ﹤0.01%
2,029
-71
1718
$55K ﹤0.01%
2,198
+489
1719
$54K ﹤0.01%
4,820
-974
1720
$54K ﹤0.01%
3,059
1721
$54K ﹤0.01%
1,772
-683
1722
$54K ﹤0.01%
660
-117
1723
$54K ﹤0.01%
1,548
1724
$54K ﹤0.01%
490
+1
1725
$54K ﹤0.01%
1,475
67 68
69
70 71