HI

Harbour Investments Portfolio holdings

AUM $3.95B
1-Year Est. Return 13.24%
This Quarter Est. Return
1 Year Est. Return
+13.24%
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
151
$3.99M 0.13%
39,638
+204
152
$3.94M 0.13%
103,443
-39,630
153
$3.88M 0.12%
17,722
-1,096
154
$3.86M 0.12%
106,792
+4,155
155
$3.85M 0.12%
92,841
+4,802
156
$3.84M 0.12%
6,729
+280
157
$3.84M 0.12%
271,083
+8,085
158
$3.83M 0.12%
49,292
-86
159
$3.77M 0.12%
36,745
+708
160
$3.77M 0.12%
44,229
-840
161
$3.77M 0.12%
60,093
+6,615
162
$3.75M 0.12%
73,740
+17,174
163
$3.73M 0.12%
169,158
+15,527
164
$3.73M 0.12%
36,262
-282
165
$3.72M 0.12%
81,669
-1,881
166
$3.7M 0.12%
95,442
+9,678
167
$3.7M 0.12%
33,507
+2,011
168
$3.7M 0.12%
62,284
+2,558
169
$3.69M 0.12%
10,690
+627
170
$3.63M 0.12%
56,892
+11,338
171
$3.63M 0.12%
105,863
-3,424
172
$3.59M 0.11%
117,811
+11,097
173
$3.59M 0.11%
143,270
+4,430
174
$3.56M 0.11%
56,805
+2,286
175
$3.51M 0.11%
44,015
+14,155
5 6
7
8 9