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
1826
$45K ﹤0.01%
1,321
-8,321
1827
$45K ﹤0.01%
1,159
+1
1828
$45K ﹤0.01%
3,361
+1
1829
$45K ﹤0.01%
591
1830
$45K ﹤0.01%
577
+14
1831
$45K ﹤0.01%
961
-19
1832
$45K ﹤0.01%
335
+97
1833
$45K ﹤0.01%
1,453
-80
1834
$45K ﹤0.01%
2,621
+46
1835
$45K ﹤0.01%
1,399
-333
1836
$45K ﹤0.01%
395
+20
1837
$44K ﹤0.01%
113
-24
1838
$44K ﹤0.01%
406
-99
1839
$44K ﹤0.01%
2,351
-518
1840
$44K ﹤0.01%
1,503
1841
$44K ﹤0.01%
5,004
+546
1842
$44K ﹤0.01%
861
-5
1843
$44K ﹤0.01%
1,716
+1,485
1844
$44K ﹤0.01%
3,261
+12
1845
$44K ﹤0.01%
376
+58
1846
$44K ﹤0.01%
+1,008
1847
$44K ﹤0.01%
1,169
-3,368
1848
$44K ﹤0.01%
323
+85
1849
$44K ﹤0.01%
925
+211
1850
$44K ﹤0.01%
337
72 73
74
75 76