HI

Harbour Investments Portfolio holdings

AUM $4.93B
1-Year Est. Return 16.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.16%
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 +$12.3M
2 +$5.96M
3 +$5.53M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$5.21M
5
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$4.89M

Top Sells

1 +$9.01M
2 +$8.41M
3 +$3.82M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$3.34M
5
FNCL icon
Fidelity MSCI Financials Index ETF
FNCL
+$3.22M

Sector Composition

1 Technology 5.81%
2 Consumer Discretionary 3.51%
3 Consumer Staples 3.48%
4 Financials 3.39%
5 Healthcare 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2276
$21K ﹤0.01%
700
-3,166
2277
$21K ﹤0.01%
+508
2278
$21K ﹤0.01%
653
+13
2279
$21K ﹤0.01%
1,496
2280
$21K ﹤0.01%
512
+1
2281
$21K ﹤0.01%
378
2282
$21K ﹤0.01%
253
+1
2283
$21K ﹤0.01%
335
2284
$21K ﹤0.01%
3,625
2285
$21K ﹤0.01%
2,480
2286
$21K ﹤0.01%
821
2287
$21K ﹤0.01%
274
2288
$21K ﹤0.01%
600
2289
$21K ﹤0.01%
432
-52
2290
$21K ﹤0.01%
489
+167
2291
$20K ﹤0.01%
+1,700
2292
$20K ﹤0.01%
323
-2
2293
$20K ﹤0.01%
291
2294
$20K ﹤0.01%
1,445
+10
2295
$20K ﹤0.01%
787
+246
2296
$20K ﹤0.01%
533
-900
2297
$20K ﹤0.01%
659
2298
$20K ﹤0.01%
618
2299
$20K ﹤0.01%
950
+200
2300
$20K ﹤0.01%
+800