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
2451
$15K ﹤0.01%
633
+8
2452
$15K ﹤0.01%
277
-78
2453
$15K ﹤0.01%
150
2454
$15K ﹤0.01%
2,263
2455
$15K ﹤0.01%
700
-554
2456
$15K ﹤0.01%
416
+136
2457
$15K ﹤0.01%
777
+348
2458
$15K ﹤0.01%
350
-29
2459
$15K ﹤0.01%
501
2460
$15K ﹤0.01%
+700
2461
$15K ﹤0.01%
179
+1
2462
$15K ﹤0.01%
449
-93
2463
$15K ﹤0.01%
632
+9
2464
$15K ﹤0.01%
1,043
2465
$15K ﹤0.01%
614
+413
2466
$15K ﹤0.01%
8
-4
2467
$15K ﹤0.01%
1,284
2468
$15K ﹤0.01%
+770
2469
$15K ﹤0.01%
350
-7
2470
$15K ﹤0.01%
1,350
2471
$15K ﹤0.01%
4,782
+3,065
2472
$15K ﹤0.01%
740
2473
$14K ﹤0.01%
+158
2474
$14K ﹤0.01%
515
2475
$14K ﹤0.01%
515
+1
97 98
99
100 101