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
2051
$31K ﹤0.01%
1,156
+176
2052
$31K ﹤0.01%
104
2053
$31K ﹤0.01%
2,080
+20
2054
$31K ﹤0.01%
846
+1
2055
$31K ﹤0.01%
330
2056
$31K ﹤0.01%
1,400
+5
2057
$31K ﹤0.01%
454
+22
2058
$31K ﹤0.01%
335
+2
2059
$31K ﹤0.01%
6,918
+656
2060
$31K ﹤0.01%
1,092
-126
2061
$31K ﹤0.01%
7,000
2062
$30K ﹤0.01%
3,000
2063
$30K ﹤0.01%
757
+622
2064
$30K ﹤0.01%
105
-6
2065
$30K ﹤0.01%
711
+65
2066
$30K ﹤0.01%
1,199
+578
2067
$30K ﹤0.01%
1,455
+721
2068
$30K ﹤0.01%
1,342
-33
2069
$30K ﹤0.01%
19,583
2070
$30K ﹤0.01%
4,005
+795
2071
$30K ﹤0.01%
1,810
-315
2072
$30K ﹤0.01%
650
+60
2073
$30K ﹤0.01%
591
+225
2074
$30K ﹤0.01%
+692
2075
$30K ﹤0.01%
108
+76
81 82
83
84 85