HI

Harbour Investments Portfolio holdings

AUM $4.93B
1-Year Est. Return 16.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.16%
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 +$12.3M
2 +$5.96M
3 +$5.53M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$5.21M
5
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$4.89M

Top Sells

1 +$9.01M
2 +$8.41M
3 +$3.82M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$3.34M
5
FNCL icon
Fidelity MSCI Financials Index ETF
FNCL
+$3.22M

Sector Composition

1 Technology 5.81%
2 Consumer Discretionary 3.51%
3 Consumer Staples 3.48%
4 Financials 3.39%
5 Healthcare 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1726
$54K ﹤0.01%
1,088
1727
$54K ﹤0.01%
1,851
-121
1728
$54K ﹤0.01%
3,536
-663
1729
$54K ﹤0.01%
1,297
-238
1730
$53K ﹤0.01%
1,056
-215
1731
$53K ﹤0.01%
1,202
-6
1732
$53K ﹤0.01%
2,450
+1,200
1733
$53K ﹤0.01%
1,829
-132
1734
$53K ﹤0.01%
6,898
+74
1735
$53K ﹤0.01%
162
-299
1736
$52K ﹤0.01%
2,259
+12
1737
$52K ﹤0.01%
3,019
1738
$52K ﹤0.01%
1,375
1739
$52K ﹤0.01%
685
-2,027
1740
$52K ﹤0.01%
2,421
1741
$52K ﹤0.01%
1,040
+74
1742
$52K ﹤0.01%
1,590
+92
1743
$52K ﹤0.01%
1,227
+1
1744
$52K ﹤0.01%
1,935
1745
$52K ﹤0.01%
1,430
-250
1746
$52K ﹤0.01%
1,618
-18
1747
$52K ﹤0.01%
375
+78
1748
$52K ﹤0.01%
1,576
+1,069
1749
$52K ﹤0.01%
260
-42
1750
$52K ﹤0.01%
1,014