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
2426
$15K ﹤0.01%
410
-480
2427
$15K ﹤0.01%
665
2428
$15K ﹤0.01%
530
2429
$15K ﹤0.01%
1,441
+12
2430
$15K ﹤0.01%
77
-28
2431
$15K ﹤0.01%
915
-253
2432
$15K ﹤0.01%
+564
2433
$15K ﹤0.01%
270
+111
2434
$15K ﹤0.01%
254
2435
$15K ﹤0.01%
404
-4
2436
$15K ﹤0.01%
326
2437
$15K ﹤0.01%
573
+1
2438
$15K ﹤0.01%
700
-690
2439
$15K ﹤0.01%
304
2440
$15K ﹤0.01%
231
+102
2441
$15K ﹤0.01%
618
+245
2442
$15K ﹤0.01%
400
2443
$15K ﹤0.01%
1,136
+30
2444
$15K ﹤0.01%
185
-58
2445
$15K ﹤0.01%
482
+1
2446
$15K ﹤0.01%
86
+1
2447
$15K ﹤0.01%
253
+96
2448
$15K ﹤0.01%
+914
2449
$15K ﹤0.01%
192
+2
2450
$15K ﹤0.01%
288
-33
96 97
98
99 100