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
2151
$26K ﹤0.01%
537
-6
2152
$26K ﹤0.01%
200
2153
$26K ﹤0.01%
886
-4,134
2154
$26K ﹤0.01%
518
2155
$26K ﹤0.01%
1,061
-186
2156
$26K ﹤0.01%
10,807
-161
2157
$26K ﹤0.01%
799
2158
$26K ﹤0.01%
130
-14,046
2159
$26K ﹤0.01%
35
2160
$26K ﹤0.01%
7,223
+1,759
2161
$26K ﹤0.01%
2,032
2162
$26K ﹤0.01%
500
-4,550
2163
$26K ﹤0.01%
582
2164
$26K ﹤0.01%
+371
2165
$26K ﹤0.01%
140
-62
2166
$26K ﹤0.01%
665
+248
2167
$26K ﹤0.01%
2,615
-260
2168
$26K ﹤0.01%
2,546
2169
$25K ﹤0.01%
200
2170
$25K ﹤0.01%
504
-62
2171
$25K ﹤0.01%
3,350
2172
$25K ﹤0.01%
1,724
+227
2173
$25K ﹤0.01%
1,375
+800
2174
$25K ﹤0.01%
985
2175
$25K ﹤0.01%
993
85 86
87
88 89