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
1751
$52K ﹤0.01%
1,653
+12
1752
$51K ﹤0.01%
789
-79
1753
$51K ﹤0.01%
7,800
-3,800
1754
$51K ﹤0.01%
611
+120
1755
$51K ﹤0.01%
+5,367
1756
$51K ﹤0.01%
1,010
-552
1757
$51K ﹤0.01%
1,731
1758
$51K ﹤0.01%
78
-11
1759
$51K ﹤0.01%
2,300
+60
1760
$51K ﹤0.01%
1,028
-32
1761
$51K ﹤0.01%
9,208
-485
1762
$50K ﹤0.01%
1,278
+45
1763
$50K ﹤0.01%
1,181
1764
$50K ﹤0.01%
210
1765
$50K ﹤0.01%
1,434
+576
1766
$50K ﹤0.01%
1,974
+456
1767
$50K ﹤0.01%
87
-5
1768
$50K ﹤0.01%
1,069
-5
1769
$50K ﹤0.01%
4,332
-91
1770
$50K ﹤0.01%
74
+14
1771
$50K ﹤0.01%
2,324
-18
1772
$50K ﹤0.01%
1,255
-9
1773
$50K ﹤0.01%
2,211
-199
1774
$50K ﹤0.01%
670
-39
1775
$50K ﹤0.01%
542
69 70
71
72 73