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
$3.95B
AUM Growth
+$450M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,763
New
Increased
Reduced
Closed

Sector Composition

1 Technology 5.31%
2 Financials 2.47%
3 Consumer Staples 2.01%
4 Consumer Discretionary 1.72%
5 Industrials 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
UPWK icon
2926
Upwork
UPWK
$2.23B
$4.39K ﹤0.01%
327
-4,222
RVER
2927
Trenchless Fund ETF
RVER
$90.6M
$4.39K ﹤0.01%
141
KT icon
2928
KT
KT
$8.75B
$4.38K ﹤0.01%
211
UVV icon
2929
Universal Corp
UVV
$1.32B
$4.37K ﹤0.01%
75
TNK icon
2930
Teekay Tankers
TNK
$2.14B
$4.34K ﹤0.01%
104
EVN
2931
Eaton Vance Municipal Income Trust
EVN
$441M
$4.31K ﹤0.01%
421
BTCO icon
2932
Invesco Galaxy Bitcoin ETF
BTCO
$796M
$4.3K ﹤0.01%
40
HXL icon
2933
Hexcel
HXL
$5.49B
$4.29K ﹤0.01%
+76
EWW icon
2934
iShares MSCI Mexico ETF
EWW
$2.03B
$4.24K ﹤0.01%
70
TSLX icon
2935
Sixth Street Specialty
TSLX
$2.02B
$4.24K ﹤0.01%
178
ARGT icon
2936
Global X MSCI Argentina ETF
ARGT
$840M
$4.24K ﹤0.01%
50
BGC icon
2937
BGC Group
BGC
$4.25B
$4.24K ﹤0.01%
+414
CFLT icon
2938
Confluent
CFLT
$8.19B
$4.21K ﹤0.01%
169
-20
CARS icon
2939
Cars.com
CARS
$692M
$4.2K ﹤0.01%
354
LYG icon
2940
Lloyds Banking Group
LYG
$71.9B
$4.17K ﹤0.01%
981
ERIE icon
2941
Erie Indemnity
ERIE
$15B
$4.16K ﹤0.01%
12
+4
NURE icon
2942
Nuveen Short-Term REIT ETF
NURE
$32.1M
$4.15K ﹤0.01%
140
DGS icon
2943
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.64B
$4.14K ﹤0.01%
75
NREF
2944
NexPoint Real Estate Finance
NREF
$245M
$4.14K ﹤0.01%
300
CHRW icon
2945
C.H. Robinson
CHRW
$17.9B
$4.13K ﹤0.01%
43
+10
SLVM icon
2946
Sylvamo
SLVM
$1.83B
$4.11K ﹤0.01%
82
INTT icon
2947
inTEST
INTT
$94.9M
$4.1K ﹤0.01%
563
DIVY icon
2948
Sound Equity Dividend Income ETF
DIVY
$29.7M
$4.09K ﹤0.01%
160
PRM icon
2949
Perimeter Solutions
PRM
$3.8B
$4.09K ﹤0.01%
+294
BNTX icon
2950
BioNTech
BNTX
$25B
$4.05K ﹤0.01%
38