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
2076
$30K ﹤0.01%
3,215
2077
$30K ﹤0.01%
123
+4
2078
$30K ﹤0.01%
143
+15
2079
$30K ﹤0.01%
591
-39
2080
$30K ﹤0.01%
1,000
2081
$30K ﹤0.01%
950
2082
$29K ﹤0.01%
191
+123
2083
$29K ﹤0.01%
530
2084
$29K ﹤0.01%
900
2085
$29K ﹤0.01%
550
+300
2086
$29K ﹤0.01%
1,213
2087
$29K ﹤0.01%
909
-1,000
2088
$29K ﹤0.01%
617
+1
2089
$29K ﹤0.01%
2,875
+325
2090
$29K ﹤0.01%
562
2091
$29K ﹤0.01%
405
2092
$29K ﹤0.01%
2,634
+57
2093
$29K ﹤0.01%
359
+2
2094
$29K ﹤0.01%
193
-7
2095
$29K ﹤0.01%
681
-17
2096
$29K ﹤0.01%
2,940
2097
$29K ﹤0.01%
1,000
2098
$29K ﹤0.01%
2,318
-611
2099
$29K ﹤0.01%
375
+160
2100
$29K ﹤0.01%
1,149
+122
82 83
84
85 86