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
2351
$18K ﹤0.01%
153
+9
2352
$18K ﹤0.01%
181
+173
2353
$18K ﹤0.01%
652
2354
$18K ﹤0.01%
875
2355
$18K ﹤0.01%
1,000
2356
$18K ﹤0.01%
2,295
-1,350
2357
$18K ﹤0.01%
80
2358
$18K ﹤0.01%
417
+1
2359
$18K ﹤0.01%
+549
2360
$18K ﹤0.01%
385
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%
4,236
+2
2370
$17K ﹤0.01%
623
2371
$17K ﹤0.01%
882
-30
2372
$17K ﹤0.01%
+1,335
2373
$17K ﹤0.01%
1,715
-4,933
2374
$17K ﹤0.01%
1,350
2375
$17K ﹤0.01%
575
+41
93 94
95
96 97