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
2251
$22K ﹤0.01%
697
-320
2252
$22K ﹤0.01%
154
+2
2253
$22K ﹤0.01%
1,293
-7,355
2254
$22K ﹤0.01%
219
2255
$22K ﹤0.01%
1,580
2256
$21K ﹤0.01%
594
+24
2257
$21K ﹤0.01%
2,691
-327
2258
$21K ﹤0.01%
900
2259
$21K ﹤0.01%
540
-19
2260
$21K ﹤0.01%
537
2261
$21K ﹤0.01%
850
2262
$21K ﹤0.01%
1,646
+379
2263
$21K ﹤0.01%
2,480
2264
$21K ﹤0.01%
821
2265
$21K ﹤0.01%
274
2266
$21K ﹤0.01%
600
2267
$21K ﹤0.01%
432
-52
2268
$21K ﹤0.01%
1,065
2269
$21K ﹤0.01%
46
2270
$21K ﹤0.01%
548
+8
2271
$21K ﹤0.01%
626
2272
$21K ﹤0.01%
+380
2273
$21K ﹤0.01%
408
+69
2274
$21K ﹤0.01%
559
+6
2275
$21K ﹤0.01%
40
89 90
91
92 93