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
201
$2.84M 0.09%
10,163
-128
202
$2.82M 0.09%
13,850
+756
203
$2.82M 0.09%
31,496
-2,246
204
$2.78M 0.09%
26,381
+3,151
205
$2.77M 0.09%
25,658
+8,406
206
$2.74M 0.09%
46,268
-18,138
207
$2.71M 0.09%
24,214
-2,632
208
$2.71M 0.09%
26,727
+8,130
209
$2.7M 0.09%
22,163
+302
210
$2.69M 0.09%
95,307
+30,221
211
$2.69M 0.09%
16,356
+204
212
$2.66M 0.08%
42,370
+848
213
$2.64M 0.08%
69,443
+2,090
214
$2.63M 0.08%
63,665
+1,694
215
$2.61M 0.08%
14,338
-667
216
$2.58M 0.08%
19,414
+53
217
$2.58M 0.08%
19,030
-490
218
$2.56M 0.08%
16,010
+361
219
$2.54M 0.08%
93,536
-970
220
$2.54M 0.08%
48,276
+553
221
$2.53M 0.08%
37,427
+7,004
222
$2.51M 0.08%
75,092
-2,067
223
$2.5M 0.08%
54,765
+1,530
224
$2.5M 0.08%
+38,907
225
$2.49M 0.08%
52,818
+327
7 8
9
10 11