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
2326
$19K ﹤0.01%
596
-159
2327
$19K ﹤0.01%
658
2328
$19K ﹤0.01%
114
-23
2329
$19K ﹤0.01%
70
2330
$19K ﹤0.01%
348
+7
2331
$19K ﹤0.01%
680
+510
2332
$19K ﹤0.01%
409
-59
2333
$19K ﹤0.01%
900
2334
$19K ﹤0.01%
851
2335
$19K ﹤0.01%
425
2336
$19K ﹤0.01%
657
2337
$19K ﹤0.01%
351
+266
2338
$19K ﹤0.01%
4,885
2339
$19K ﹤0.01%
134
2340
$19K ﹤0.01%
882
2341
$19K ﹤0.01%
1,501
-403
2342
$19K ﹤0.01%
4,800
-100
2343
$18K ﹤0.01%
418
+19
2344
$18K ﹤0.01%
500
2345
$18K ﹤0.01%
273
2346
$18K ﹤0.01%
115
2347
$18K ﹤0.01%
3,000
-5,076
2348
$18K ﹤0.01%
2,700
2349
$18K ﹤0.01%
453
2350
$18K ﹤0.01%
+445
92 93
94
95 96