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
2276
$21K ﹤0.01%
699
2277
$21K ﹤0.01%
321
-64
2278
$21K ﹤0.01%
761
-70
2279
$21K ﹤0.01%
200
2280
$21K ﹤0.01%
618
+225
2281
$21K ﹤0.01%
700
-3,166
2282
$21K ﹤0.01%
+508
2283
$21K ﹤0.01%
653
+13
2284
$21K ﹤0.01%
1,496
2285
$21K ﹤0.01%
512
+1
2286
$21K ﹤0.01%
378
2287
$21K ﹤0.01%
253
+1
2288
$21K ﹤0.01%
335
2289
$21K ﹤0.01%
3,625
2290
$21K ﹤0.01%
489
+167
2291
$20K ﹤0.01%
323
-2
2292
$20K ﹤0.01%
291
2293
$20K ﹤0.01%
+1,700
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
90 91
92
93 94