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
2026
$32K ﹤0.01%
1,500
2027
$32K ﹤0.01%
730
+234
2028
$32K ﹤0.01%
740
2029
$32K ﹤0.01%
2,200
2030
$32K ﹤0.01%
1,116
2031
$32K ﹤0.01%
589
2032
$32K ﹤0.01%
820
+28
2033
$32K ﹤0.01%
241
-13
2034
$32K ﹤0.01%
742
-555
2035
$32K ﹤0.01%
780
-2
2036
$32K ﹤0.01%
689
+6
2037
$32K ﹤0.01%
2,100
2038
$32K ﹤0.01%
1,001
-103
2039
$32K ﹤0.01%
1,990
2040
$32K ﹤0.01%
817
-267
2041
$32K ﹤0.01%
1,933
+9
2042
$32K ﹤0.01%
1,173
2043
$31K ﹤0.01%
707
2044
$31K ﹤0.01%
1,600
2045
$31K ﹤0.01%
261
-31
2046
$31K ﹤0.01%
1,233
2047
$31K ﹤0.01%
2,286
2048
$31K ﹤0.01%
1,035
+850
2049
$31K ﹤0.01%
914
-81
2050
$31K ﹤0.01%
+733
80 81
82
83 84