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
$3.14B
AUM Growth
+$357M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,107
New
Increased
Reduced
Closed

Top Buys

1 +$25.7M
2 +$23.4M
3 +$21M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$20.9M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$13.1M

Sector Composition

1 Technology 6.02%
2 Consumer Discretionary 3.7%
3 Healthcare 3.53%
4 Consumer Staples 3.51%
5 Financials 3.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2301
$22K ﹤0.01%
700
+300
2302
$22K ﹤0.01%
276
+50
2303
$22K ﹤0.01%
537
2304
$22K ﹤0.01%
449
+5
2305
$22K ﹤0.01%
836
2306
$22K ﹤0.01%
600
2307
$22K ﹤0.01%
525
2308
$22K ﹤0.01%
160
2309
$22K ﹤0.01%
2,100
2310
$22K ﹤0.01%
408
+250
2311
$21K ﹤0.01%
107
2312
$21K ﹤0.01%
366
+200
2313
$21K ﹤0.01%
267
+238
2314
$21K ﹤0.01%
243
2315
$21K ﹤0.01%
1,065
2316
$21K ﹤0.01%
540
+9
2317
$21K ﹤0.01%
618
2318
$21K ﹤0.01%
347
-94
2319
$21K ﹤0.01%
415
2320
$21K ﹤0.01%
1,358
-201
2321
$21K ﹤0.01%
700
2322
$21K ﹤0.01%
225
2323
$21K ﹤0.01%
623
2324
$21K ﹤0.01%
84
+38
2325
$21K ﹤0.01%
821