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
1951
$37K ﹤0.01%
1,403
-1,107
1952
$37K ﹤0.01%
1,150
1953
$37K ﹤0.01%
738
+257
1954
$37K ﹤0.01%
576
-4
1955
$37K ﹤0.01%
693
+14
1956
$37K ﹤0.01%
550
-394
1957
$37K ﹤0.01%
188
-93
1958
$37K ﹤0.01%
2,995
+424
1959
$37K ﹤0.01%
827
1960
$37K ﹤0.01%
1,489
+19
1961
$37K ﹤0.01%
543
-300
1962
$37K ﹤0.01%
213
+6
1963
$36K ﹤0.01%
2,126
-6,799
1964
$36K ﹤0.01%
838
-519
1965
$36K ﹤0.01%
645
-7
1966
$36K ﹤0.01%
310
+4
1967
$36K ﹤0.01%
4,406
+1
1968
$36K ﹤0.01%
2,663
1969
$36K ﹤0.01%
208
+77
1970
$36K ﹤0.01%
1,320
-1,500
1971
$36K ﹤0.01%
+845
1972
$36K ﹤0.01%
601
-7
1973
$36K ﹤0.01%
1,807
+1,707
1974
$36K ﹤0.01%
2,395
-285
1975
$35K ﹤0.01%
251
-115
77 78
79
80 81