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
2351
$18K ﹤0.01%
417
+1
2352
$18K ﹤0.01%
+549
2353
$18K ﹤0.01%
385
2354
$18K ﹤0.01%
418
+19
2355
$18K ﹤0.01%
500
2356
$18K ﹤0.01%
273
2357
$18K ﹤0.01%
115
2358
$18K ﹤0.01%
3,000
-5,076
2359
$18K ﹤0.01%
2,700
2360
$18K ﹤0.01%
453
2361
$18K ﹤0.01%
300
-44
2362
$18K ﹤0.01%
336
+38
2363
$18K ﹤0.01%
790
-475
2364
$18K ﹤0.01%
380
-166
2365
$18K ﹤0.01%
200
2366
$18K ﹤0.01%
740
2367
$18K ﹤0.01%
+1,090
2368
$18K ﹤0.01%
354
2369
$17K ﹤0.01%
+200
2370
$17K ﹤0.01%
771
-58
2371
$17K ﹤0.01%
600
+200
2372
$17K ﹤0.01%
60
+34
2373
$17K ﹤0.01%
1,200
2374
$17K ﹤0.01%
275
2375
$17K ﹤0.01%
126
93 94
95
96 97