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
1851
$44K ﹤0.01%
2,465
1852
$44K ﹤0.01%
2,833
1853
$43K ﹤0.01%
3,983
1854
$43K ﹤0.01%
+1,731
1855
$43K ﹤0.01%
3,595
-364
1856
$43K ﹤0.01%
36
1857
$43K ﹤0.01%
295
1858
$43K ﹤0.01%
1,267
1859
$43K ﹤0.01%
1,862
+18
1860
$43K ﹤0.01%
540
1861
$43K ﹤0.01%
1,690
-400
1862
$43K ﹤0.01%
1,570
-272
1863
$43K ﹤0.01%
220
+98
1864
$43K ﹤0.01%
780
-19
1865
$43K ﹤0.01%
175
-12
1866
$42K ﹤0.01%
618
+404
1867
$42K ﹤0.01%
1,144
1868
$42K ﹤0.01%
466
+2
1869
$42K ﹤0.01%
185
1870
$42K ﹤0.01%
615
1871
$42K ﹤0.01%
1,300
-20
1872
$42K ﹤0.01%
2,033
-247
1873
$42K ﹤0.01%
+766
1874
$42K ﹤0.01%
384
+1
1875
$42K ﹤0.01%
430
-39
73 74
75
76 77