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
2401
$16K ﹤0.01%
497
+1
2402
$16K ﹤0.01%
163
+8
2403
$16K ﹤0.01%
887
2404
$16K ﹤0.01%
187
+20
2405
$16K ﹤0.01%
107
+8
2406
$16K ﹤0.01%
694
-41
2407
$16K ﹤0.01%
115
2408
$16K ﹤0.01%
333
-3
2409
$16K ﹤0.01%
394
-2
2410
$16K ﹤0.01%
33
+10
2411
$16K ﹤0.01%
186
-66
2412
$16K ﹤0.01%
+1,126
2413
$16K ﹤0.01%
+1,000
2414
$16K ﹤0.01%
400
2415
$16K ﹤0.01%
700
2416
$16K ﹤0.01%
198
+1
2417
$16K ﹤0.01%
500
2418
$16K ﹤0.01%
223
-137
2419
$16K ﹤0.01%
393
-22
2420
$16K ﹤0.01%
240
2421
$16K ﹤0.01%
5,115
-229
2422
$16K ﹤0.01%
442
+14
2423
$16K ﹤0.01%
319
+10
2424
$16K ﹤0.01%
2,786
+1
2425
$16K ﹤0.01%
405
-228
95 96
97
98 99