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
BBAG icon
3551
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
$1.29B
$46 ﹤0.01%
1
JEMA icon
3552
JPMorgan ActiveBuilders Emerging Markets Equity ETF
JEMA
$1.35B
$43 ﹤0.01%
1
EDIT icon
3553
Editas Medicine
EDIT
$264M
$42 ﹤0.01%
19
AESI icon
3554
Atlas Energy Solutions
AESI
$1.06B
$41 ﹤0.01%
3
BBBY
3555
Bed Bath & Beyond
BBBY
$465M
$41 ﹤0.01%
7
WKC icon
3556
World Kinect Corp
WKC
$1.35B
$41 ﹤0.01%
1
OMAH
3557
VistaShares Target 15 Berkshire Select Income ETF
OMAH
$526M
$40 ﹤0.01%
+2
MSFO icon
3558
YieldMax MSFT Option Income Strategy ETF
MSFO
$141M
$39 ﹤0.01%
+2
ESPR icon
3559
Esperion Therapeutics
ESPR
$718M
$38 ﹤0.01%
39
GOOY icon
3560
YieldMax GOOGL Option Income Strategy ETF
GOOY
$171M
$38 ﹤0.01%
+3
VTAK icon
3561
Catheter Precision
VTAK
$3.43M
$37 ﹤0.01%
8
NNVC icon
3562
NanoViricides
NNVC
$26.1M
$35 ﹤0.01%
25
IFN
3563
India Fund
IFN
$611M
$33 ﹤0.01%
+2
OFIX icon
3564
Orthofix Medical
OFIX
$606M
$33 ﹤0.01%
3
CHCT
3565
Community Healthcare Trust
CHCT
$413M
$33 ﹤0.01%
+2
NRGV icon
3566
Energy Vault
NRGV
$577M
$29 ﹤0.01%
40
FSLY icon
3567
Fastly
FSLY
$1.78B
$28 ﹤0.01%
4
+3
CLW icon
3568
Clearwater Paper
CLW
$296M
$27 ﹤0.01%
1
BSM icon
3569
Black Stone Minerals
BSM
$2.92B
$26 ﹤0.01%
+2
EFXT
3570
Enerflex
EFXT
$1.65B
$24 ﹤0.01%
+3
NTRB icon
3571
Nutriband
NTRB
$70.4M
$24 ﹤0.01%
+3
SLDP icon
3572
Solid Power
SLDP
$1.27B
$22 ﹤0.01%
10
-2,252
MDIA icon
3573
Mediaco Holding
MDIA
$73.7M
$21 ﹤0.01%
19
TZUP
3574
Thumzup Media Corp
TZUP
$65.9M
$21 ﹤0.01%
+3
STEM icon
3575
Stem
STEM
$149M
$19 ﹤0.01%
3
-15