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
$4.41B
AUM Growth
+$463M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,877
New
Increased
Reduced
Closed

Top Buys

1 +$12M
2 +$11.1M
3 +$10.2M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$9.12M
5
FTCB icon
First Trust Core Investment Grade ETF
FTCB
+$8.67M

Sector Composition

1 Technology 5.77%
2 Financials 2.29%
3 Industrials 1.77%
4 Consumer Staples 1.77%
5 Consumer Discretionary 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
LODE icon
3501
Comstock
LODE
$184M
$534 ﹤0.01%
156
UCB
3502
United Community Banks
UCB
$3.71B
$533 ﹤0.01%
17
LX
3503
LexinFintech Holdings
LX
$554M
$533 ﹤0.01%
100
DVA icon
3504
DaVita
DVA
$8.45B
$531 ﹤0.01%
4
-2
CTEV
3505
Claritev Corp
CTEV
$894M
$531 ﹤0.01%
10
EPC icon
3506
Edgewell Personal Care
EPC
$830M
$529 ﹤0.01%
26
+17
TFII icon
3507
TFI International
TFII
$7.2B
$528 ﹤0.01%
6
FDND icon
3508
FT Vest Dow Jones Internet & Target Income ETF
FDND
$10.2M
$527 ﹤0.01%
22
+5
ATLX icon
3509
Atlas Lithium Corp
ATLX
$116M
$524 ﹤0.01%
110
+10
KNTK icon
3510
Kinetik
KNTK
$2.22B
$513 ﹤0.01%
+12
INVA icon
3511
Innoviva
INVA
$1.62B
$511 ﹤0.01%
28
ETH
3512
Grayscale Ethereum Mini Trust ETF
ETH
$2.24B
$509 ﹤0.01%
13
+3
WIMI
3513
WiMi Hologram Cloud
WIMI
$39.4M
$502 ﹤0.01%
110
LAR
3514
Lithium Argentina AG
LAR
$903M
$501 ﹤0.01%
150
DAO
3515
Youdao
DAO
$1.2B
$497 ﹤0.01%
50
BB icon
3516
BlackBerry
BB
$2.41B
$488 ﹤0.01%
100
KRP icon
3517
Kimbell Royalty Partners
KRP
$1.16B
$486 ﹤0.01%
36
ZENA
3518
ZenaTech Inc
ZENA
$130M
$480 ﹤0.01%
+100
MSOS icon
3519
AdvisorShares Pure US Cannabis ETF
MSOS
$643M
$479 ﹤0.01%
100
CNNE icon
3520
Cannae Holdings
CNNE
$832M
$476 ﹤0.01%
26
EZBC icon
3521
Franklin Bitcoin ETF
EZBC
$533M
$463 ﹤0.01%
7
RXO icon
3522
RXO
RXO
$2.17B
$461 ﹤0.01%
30
SUZ icon
3523
Suzano
SUZ
$11.1B
$461 ﹤0.01%
49
CLNE icon
3524
Clean Energy Fuels
CLNE
$478M
$454 ﹤0.01%
176
-1,100
BOE icon
3525
BlackRock Enhanced Global Dividend Trust
BOE
$646M
$451 ﹤0.01%
39