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
1801
$47K ﹤0.01%
118
-108
1802
$47K ﹤0.01%
707
-88
1803
$47K ﹤0.01%
1,682
+5
1804
$47K ﹤0.01%
1,206
1805
$47K ﹤0.01%
896
-46
1806
$47K ﹤0.01%
426
-15
1807
$47K ﹤0.01%
750
-310
1808
$47K ﹤0.01%
319
+32
1809
$47K ﹤0.01%
2,200
1810
$47K ﹤0.01%
1,266
1811
$47K ﹤0.01%
1,639
+1
1812
$47K ﹤0.01%
4,734
-11,161
1813
$47K ﹤0.01%
940
1814
$47K ﹤0.01%
5,000
1815
$46K ﹤0.01%
1,399
-508
1816
$46K ﹤0.01%
274
-10
1817
$46K ﹤0.01%
1,623
+2
1818
$46K ﹤0.01%
885
-15
1819
$46K ﹤0.01%
362
-5,476
1820
$46K ﹤0.01%
1,682
-328
1821
$46K ﹤0.01%
206
-276
1822
$46K ﹤0.01%
913
-1,197
1823
$46K ﹤0.01%
1,352
1824
$46K ﹤0.01%
3,820
1825
$45K ﹤0.01%
215
-63
71 72
73
74 75