HI

Harbour Investments Portfolio holdings

AUM $6.48B
1-Year Est. Return 18.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.48B
AUM Growth
+$1.55B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,808
New
Increased
Reduced
Closed

Top Buys

1 +$52.8M
2 +$52.4M
3 +$50.6M
4
AAPL icon
Apple
AAPL
+$49.1M
5
SDVY icon
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
+$45.3M

Top Sells

1 +$42M
2 +$25.1M
3 +$22.9M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$22.7M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$16.1M

Sector Composition

1 Technology 5.62%
2 Healthcare 2.88%
3 Industrials 2.58%
4 Financials 2.46%
5 Consumer Staples 2.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ATMU icon
4351
Atmus Filtration Technologies
ATMU
$3.83B
$310 ﹤0.01%
+5
NEOV icon
4352
NeoVolta
NEOV
$109M
$308 ﹤0.01%
100
ALT icon
4353
Altimmune
ALT
$546M
$308 ﹤0.01%
+100
AMH icon
4354
American Homes 4 Rent
AMH
$12B
$307 ﹤0.01%
11
-99
SOPH icon
4355
SOPHiA GENETICS
SOPH
$359M
$307 ﹤0.01%
+61
ALMS
4356
Alumis Inc
ALMS
$2.64B
$306 ﹤0.01%
+13
JKS
4357
JinkoSolar
JKS
$1.11B
$303 ﹤0.01%
+11
EDIT icon
4358
Editas Medicine
EDIT
$428M
$300 ﹤0.01%
+121
DMBS icon
4359
DoubleLine Mortgage ETF
DMBS
$684M
$296 ﹤0.01%
+6
DJCO icon
4360
Daily Journal
DJCO
$707M
0
BFS
4361
Saul Centers
BFS
$903M
$293 ﹤0.01%
+9
BBSI icon
4362
Barrett Business Services
BBSI
$798M
$292 ﹤0.01%
+10
MRAM icon
4363
Everspin Technologies
MRAM
$599M
$291 ﹤0.01%
+33
EIG icon
4364
Employers Holdings
EIG
$824M
$288 ﹤0.01%
7
BNZI icon
4365
Banzai International
BNZI
$4.43M
$285 ﹤0.01%
15
LI icon
4366
Li Auto
LI
$14.3B
$285 ﹤0.01%
+16
UPWK icon
4367
Upwork
UPWK
$1.09B
$285 ﹤0.01%
+26
BNIX
4368
DELISTED
Bannix Acquisition Corp. Common Stock
BNIX
$284 ﹤0.01%
+60
DUOL icon
4369
Duolingo
DUOL
$5.07B
$282 ﹤0.01%
2
-3
NYC
4370
American Strategic Investment Co
NYC
$24.8M
$281 ﹤0.01%
+33
ACCO icon
4371
Acco Brands
ACCO
$358M
$279 ﹤0.01%
93
HCC icon
4372
Warrior Met Coal
HCC
$5.42B
$279 ﹤0.01%
3
AMOD
4373
Alpha Modus Holdings
AMOD
$11.7M
$276 ﹤0.01%
+750
OZK icon
4374
Bank OZK
OZK
$5.4B
$275 ﹤0.01%
+6
PRGS icon
4375
Progress Software
PRGS
$1.31B
$275 ﹤0.01%
+10