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
CRH icon
2351
CRH
CRH
$80.9B
$15.7K ﹤0.01%
171
-21
VUZI icon
2352
Vuzix
VUZI
$239M
$15.7K ﹤0.01%
5,372
ELCV
2353
Eventide High Dividend ETF
ELCV
$159M
$15.7K ﹤0.01%
617
-1,106
GRPM icon
2354
Invesco S&P MidCap 400 GARP ETF
GRPM
$518M
$15.6K ﹤0.01%
143
-700
XTN icon
2355
State Street SPDR S&P Transportation ETF
XTN
$252M
$15.5K ﹤0.01%
193
CBXA
2356
Calamos Bitcoin 90 Series Structured Alt Protection ETF - April
CBXA
$5.52M
$15.5K ﹤0.01%
+544
DFH icon
2357
Dream Finders Homes
DFH
$1.83B
$15.4K ﹤0.01%
614
WTAI icon
2358
WisdomTree Artificial Intelligence and Innovation Fund
WTAI
$431M
$15.3K ﹤0.01%
625
BAMY icon
2359
Brookstone Yield ETF
BAMY
$41.7M
$15.3K ﹤0.01%
+563
M icon
2360
Macy's
M
$5.64B
$15.2K ﹤0.01%
1,300
HUBB icon
2361
Hubbell
HUBB
$25.6B
$15.1K ﹤0.01%
37
+12
MRSK icon
2362
Toews Agility Shares Managed Risk ETF
MRSK
$306M
$15.1K ﹤0.01%
+450
BTC
2363
Grayscale Bitcoin Mini Trust ETF
BTC
$3.93B
$15K ﹤0.01%
315
+3
IBND icon
2364
SPDR Bloomberg International Corporate Bond ETF
IBND
$404M
$14.9K ﹤0.01%
458
+46
DUKZ
2365
Ocean Park Diversified Income ETF
DUKZ
$22.9M
$14.9K ﹤0.01%
597
OKTA icon
2366
Okta
OKTA
$15.8B
$14.9K ﹤0.01%
149
-111
KBWD icon
2367
Invesco KBW High Dividend Yield Financial ETF
KBWD
$451M
$14.9K ﹤0.01%
+1,074
NWG icon
2368
NatWest
NWG
$70.6B
$14.9K ﹤0.01%
1,052
SNEX icon
2369
StoneX
SNEX
$5.75B
$14.9K ﹤0.01%
163
TCAL
2370
T. Rowe Price Capital Appreciation Premium Income ETF
TCAL
$225M
$14.8K ﹤0.01%
+600
NTR icon
2371
Nutrien
NTR
$33.2B
$14.8K ﹤0.01%
254
-461
WULF icon
2372
TeraWulf
WULF
$5.49B
$14.8K ﹤0.01%
+3,377
CVCO icon
2373
Cavco Industries
CVCO
$5.44B
$14.8K ﹤0.01%
34
HISF icon
2374
First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF
HISF
$83.4M
$14.8K ﹤0.01%
330
RJF icon
2375
Raymond James Financial
RJF
$33.6B
$14.7K ﹤0.01%
96
-30