New Harbor Financial Group, LLC

Q1 2014 13F-HR Holdings

Location
Leominster, MA
Holdings as of
3/31/2014
Date filed
5/12/2014
Form type
13F-HR
Num holdings
98
Total value ($000)
$112,215
Net value change ($000)
+33,781 (43.1%)
New positions
17
Sold out positions
16
Turnover %
37.0%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q4 2013
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SHY 14,519 NEW
EFA 13,238 NEW
FIRST TR ISE REVERE NAT GAS COM 3,738 NEW
SOLARCITY CORP 1,718 7469.6%
HAIN 1,461 NEW
FAX 1,165 12944.4%
SBS 900 NEW
CLAYMORE EXCHANGE TRD FD TR GUGGENHEIM SOLAR 467 NEW
Vaneck Vectors Gold Miners ETF 380 6.5%
AEM 247 13.9%
Top Reduces (Value $000, Stocks/ETFs)
SPWRN -2,568 -100.0%
ENERNOC INC -2,093 -89.5%
VIVS -1,230 -99.7%
INVSC QQQ TRUST SRS 1 ETF -1,025 -6.5%
IEI -738 -3.6%
CSX -682 -100.0%
TIBCO SOFTWARE INC COM -661 -100.0%
VIG -317 -100.0%
NGVC -212 -7.1%
VEOEY -129 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type