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
2126
$27K ﹤0.01%
1,109
+34
2127
$27K ﹤0.01%
604
+230
2128
$27K ﹤0.01%
728
-64
2129
$27K ﹤0.01%
551
-79
2130
$27K ﹤0.01%
1,275
+7
2131
$27K ﹤0.01%
95
-7
2132
$27K ﹤0.01%
391
+1
2133
$27K ﹤0.01%
181
-172
2134
$27K ﹤0.01%
880
2135
$27K ﹤0.01%
1,230
+66
2136
$27K ﹤0.01%
148
2137
$27K ﹤0.01%
724
2138
$27K ﹤0.01%
1,700
2139
$27K ﹤0.01%
1,436
-48
2140
$27K ﹤0.01%
2,661
-500
2141
$27K ﹤0.01%
816
-3
2142
$27K ﹤0.01%
1,252
2143
$27K ﹤0.01%
244
2144
$27K ﹤0.01%
1,775
+41
2145
$27K ﹤0.01%
353
2146
$26K ﹤0.01%
395
2147
$26K ﹤0.01%
1,732
2148
$26K ﹤0.01%
823
+26
2149
$26K ﹤0.01%
639
-92
2150
$26K ﹤0.01%
276
+140
84 85
86
87 88