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
2376
$17K ﹤0.01%
52
+36
2377
$17K ﹤0.01%
325
2378
$17K ﹤0.01%
625
2379
$17K ﹤0.01%
44
+28
2380
$17K ﹤0.01%
382
+1
2381
$17K ﹤0.01%
400
2382
$17K ﹤0.01%
659
+1
2383
$17K ﹤0.01%
1,477
+115
2384
$17K ﹤0.01%
87
-136
2385
$17K ﹤0.01%
4,363
+2
2386
$17K ﹤0.01%
623
2387
$17K ﹤0.01%
882
-30
2388
$17K ﹤0.01%
+1,335
2389
$17K ﹤0.01%
1,715
-4,933
2390
$17K ﹤0.01%
1,350
2391
$17K ﹤0.01%
575
+41
2392
$17K ﹤0.01%
598
+351
2393
$17K ﹤0.01%
962
+7
2394
$17K ﹤0.01%
300
2395
$17K ﹤0.01%
102
2396
$17K ﹤0.01%
1,375
+293
2397
$17K ﹤0.01%
525
2398
$17K ﹤0.01%
2,800
+1,550
2399
$17K ﹤0.01%
3,511
+211
2400
$16K ﹤0.01%
720
+352