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
1876
$42K ﹤0.01%
517
1877
$42K ﹤0.01%
2,006
1878
$42K ﹤0.01%
155
-8
1879
$42K ﹤0.01%
1,106
-381
1880
$42K ﹤0.01%
338
+108
1881
$42K ﹤0.01%
332
-46
1882
$41K ﹤0.01%
705
-181
1883
$41K ﹤0.01%
673
-842
1884
$41K ﹤0.01%
864
+3
1885
$41K ﹤0.01%
1,406
+53
1886
$41K ﹤0.01%
7,223
-99
1887
$41K ﹤0.01%
1,600
+500
1888
$41K ﹤0.01%
948
-2
1889
$41K ﹤0.01%
244
+9
1890
$41K ﹤0.01%
679
1891
$41K ﹤0.01%
488
-345
1892
$41K ﹤0.01%
2,000
1893
$41K ﹤0.01%
675
1894
$41K ﹤0.01%
2,991
1895
$41K ﹤0.01%
452
1896
$41K ﹤0.01%
600
1897
$41K ﹤0.01%
735
-787
1898
$41K ﹤0.01%
1,976
1899
$41K ﹤0.01%
1,355
-507
1900
$41K ﹤0.01%
475
-23
74 75
76
77 78