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
2376
$17K ﹤0.01%
598
+351
2377
$17K ﹤0.01%
962
+7
2378
$17K ﹤0.01%
300
2379
$17K ﹤0.01%
102
2380
$17K ﹤0.01%
1,375
+293
2381
$17K ﹤0.01%
525
2382
$17K ﹤0.01%
2,800
+1,550
2383
$17K ﹤0.01%
3,511
+211
2384
$17K ﹤0.01%
+200
2385
$17K ﹤0.01%
771
-58
2386
$17K ﹤0.01%
600
+200
2387
$17K ﹤0.01%
60
+34
2388
$17K ﹤0.01%
1,200
2389
$17K ﹤0.01%
275
2390
$17K ﹤0.01%
126
2391
$17K ﹤0.01%
52
+36
2392
$17K ﹤0.01%
325
2393
$17K ﹤0.01%
625
2394
$17K ﹤0.01%
44
+28
2395
$17K ﹤0.01%
382
+1
2396
$17K ﹤0.01%
400
2397
$17K ﹤0.01%
659
+1
2398
$17K ﹤0.01%
1,477
+115
2399
$17K ﹤0.01%
87
-136
2400
$16K ﹤0.01%
720
+352
94 95
96
97 98