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
$210M
$534 ﹤0.01%
156
LX
3502
LexinFintech Holdings
LX
$505M
$533 ﹤0.01%
100
UCB
3503
United Community Banks
UCB
$4.08B
$533 ﹤0.01%
17
DVA icon
3504
DaVita
DVA
$7.39B
$531 ﹤0.01%
4
-2
CTEV
3505
Claritev Corp
CTEV
$503M
$531 ﹤0.01%
10
EPC icon
3506
Edgewell Personal Care
EPC
$872M
$529 ﹤0.01%
26
+17
TFII icon
3507
TFI International
TFII
$9.16B
$528 ﹤0.01%
6
FDND icon
3508
FT Vest Dow Jones Internet & Target Income ETF
FDND
$9.84M
$527 ﹤0.01%
22
+5
ATLX icon
3509
Atlas Lithium Corp
ATLX
$150M
$524 ﹤0.01%
110
+10
KNTK icon
3510
Kinetik
KNTK
$2.47B
$513 ﹤0.01%
+12
INVA icon
3511
Innoviva
INVA
$1.45B
$511 ﹤0.01%
28
ETH
3512
Grayscale Ethereum Staking Mini ETF Shares
ETH
$2.44B
$509 ﹤0.01%
13
+3
WIMI
3513
WiMi Hologram Cloud
WIMI
$36.4M
$502 ﹤0.01%
110
LAR
3514
Lithium Argentina AG
LAR
$1.33B
$501 ﹤0.01%
150
DAO
3515
Youdao
DAO
$1.44B
$497 ﹤0.01%
50
BB icon
3516
BlackBerry
BB
$2.29B
$488 ﹤0.01%
100
KRP icon
3517
Kimbell Royalty Partners
KRP
$1.14B
$486 ﹤0.01%
36
ZENA
3518
ZenaTech Inc
ZENA
$193M
$480 ﹤0.01%
+100
MSOS icon
3519
AdvisorShares Pure US Cannabis ETF
MSOS
$937M
$479 ﹤0.01%
100
CNNE icon
3520
Cannae Holdings
CNNE
$817M
$476 ﹤0.01%
26
EZBC icon
3521
Franklin Bitcoin ETF
EZBC
$561M
$463 ﹤0.01%
7
RXO icon
3522
RXO
RXO
$2.46B
$461 ﹤0.01%
30
SUZ icon
3523
Suzano
SUZ
$11.9B
$461 ﹤0.01%
49
CLNE icon
3524
Clean Energy Fuels
CLNE
$487M
$454 ﹤0.01%
176
-1,100
BOE icon
3525
BlackRock Enhanced Global Dividend Trust
BOE
$664M
$451 ﹤0.01%
39