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
WSO icon
2151
Watsco Inc
WSO
$13.9B
$24.3K ﹤0.01%
55
-13
XMVM icon
2152
Invesco S&P MidCap Value with Momentum ETF
XMVM
$292M
$24.1K ﹤0.01%
433
-344
PRFZ icon
2153
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.74B
$24.1K ﹤0.01%
592
+487
RGTI icon
2154
Rigetti Computing
RGTI
$8.41B
$24.1K ﹤0.01%
2,030
-100
RHI icon
2155
Robert Half
RHI
$2.7B
$24K ﹤0.01%
585
AES icon
2156
AES
AES
$9.84B
$24K ﹤0.01%
2,281
-368
HIGH icon
2157
Simplify Enhanced Income ETF
HIGH
$187M
$23.9K ﹤0.01%
987
DUBS icon
2158
Aptus Large Cap Enhanced Yield ETF
DUBS
$263M
$23.9K ﹤0.01%
707
ANSS
2159
DELISTED
Ansys
ANSS
$23.9K ﹤0.01%
68
-11
COPX icon
2160
Global X Copper Miners ETF NEW
COPX
$2.74B
$23.9K ﹤0.01%
531
-41
ORGO icon
2161
Organogenesis Holdings
ORGO
$774M
$23.9K ﹤0.01%
6,521
QBTS icon
2162
D-Wave Quantum
QBTS
$8.27B
$23.8K ﹤0.01%
1,626
NTNX icon
2163
Nutanix
NTNX
$17.8B
$23.6K ﹤0.01%
309
+88
LCNB icon
2164
LCNB Corp
LCNB
$225M
$23.6K ﹤0.01%
1,625
MARA icon
2165
Marathon Digital Holdings
MARA
$4.53B
$23.5K ﹤0.01%
1,500
+200
TR icon
2166
Tootsie Roll Industries
TR
$2.87B
$23.5K ﹤0.01%
702
+19
GUG
2167
Guggenheim Active Allocation Fund
GUG
$500M
$23.5K ﹤0.01%
1,500
HEQT icon
2168
Simplify Hedged Equity ETF
HEQT
$311M
$23.4K ﹤0.01%
780
LYB icon
2169
LyondellBasell Industries
LYB
$14.6B
$23.4K ﹤0.01%
404
+48
LW icon
2170
Lamb Weston
LW
$7.94B
$22.9K ﹤0.01%
442
-2
PLNT icon
2171
Planet Fitness
PLNT
$8.79B
$22.9K ﹤0.01%
210
+110
UEC icon
2172
Uranium Energy
UEC
$5.6B
$22.9K ﹤0.01%
3,361
CLS icon
2173
Celestica
CLS
$35.8B
$22.6K ﹤0.01%
145
+37
PPG icon
2174
PPG Industries
PPG
$21.8B
$22.6K ﹤0.01%
199
+38
UAN icon
2175
CVR Partners
UAN
$1.05B
$22.5K ﹤0.01%
254
+7