HIM

Harbour Investment Management Portfolio holdings

AUM $231M
1-Year Est. Return 13.02%
This Quarter Est. Return
1 Year Est. Return
+13.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$142M
AUM Growth
-$808K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$5.87K

Top Sells

1
+$552K
2
+$457K
3
+$441K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$403K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$322K

Sector Composition

1 Industrials 18.98%
2 Technology 16.68%
3 Healthcare 14.32%
4 Consumer Staples 10.06%
5 Energy 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.28M 1.61%
19,140
-1,300
27
$2.24M 1.58%
57,320
-3,400
28
$2.24M 1.58%
43,140
-3,030
29
$2.22M 1.57%
58,045
-3,100
30
$2.18M 1.53%
4,235
-385
31
$2.16M 1.52%
47,075
-4,125
32
$2.1M 1.48%
17,415
-1,500
33
$2.06M 1.45%
59,997
-4,100
34
$2.05M 1.44%
14,445
-1,000
35
$2.03M 1.43%
72,778
-11,538
36
$2.03M 1.43%
35,535
-2,290
37
$2.03M 1.43%
56,970
-3,600
38
$1.94M 1.37%
19,158
-1,000
39
$1.87M 1.32%
18,045
-180
40
$1.87M 1.32%
11,385
-500
41
$1.87M 1.31%
16,605
-700
42
$1.82M 1.28%
67,925
-4,725
43
$1.82M 1.28%
19,762
-1,595
44
$1.81M 1.27%
23,660
-500
45
$1.74M 1.22%
7,885
-500
46
$1.69M 1.19%
10,805
-500
47
$1.68M 1.18%
30,902
-4,826
48
$1.56M 1.1%
12,492
-345
49
$1.55M 1.09%
18,866
-564
50
$1.5M 1.05%
45,345
-3,500
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