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
2426
$15K ﹤0.01%
700
-690
2427
$15K ﹤0.01%
304
2428
$15K ﹤0.01%
231
+102
2429
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618
+245
2430
$15K ﹤0.01%
400
2431
$15K ﹤0.01%
1,136
+30
2432
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185
-58
2433
$15K ﹤0.01%
482
+1
2434
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86
+1
2435
$15K ﹤0.01%
253
+96
2436
$15K ﹤0.01%
+914
2437
$15K ﹤0.01%
192
+2
2438
$15K ﹤0.01%
288
-33
2439
$15K ﹤0.01%
633
+8
2440
$15K ﹤0.01%
277
-78
2441
$15K ﹤0.01%
150
2442
$15K ﹤0.01%
2,263
2443
$15K ﹤0.01%
700
-554
2444
$15K ﹤0.01%
416
+136
2445
$15K ﹤0.01%
777
+348
2446
$15K ﹤0.01%
350
-29
2447
$15K ﹤0.01%
501
2448
$15K ﹤0.01%
+700
2449
$15K ﹤0.01%
179
+1
2450
$15K ﹤0.01%
449
-93
96 97
98
99 100