HIM
Harbour Investment Management Portfolio holdings
AUM
$231M
This Quarter Return
+7.66%
1 Year Return
+13.02%
3 Year Return
+63.57%
5 Year Return
+111.05%
10 Year Return
+272.15%
AUM
$231M
AUM Growth
+$231M
(+4.6%)
Cap. Flow
-$1.27M
Cap. Flow
% of AUM
-0.55%
Top 10 Holdings %
Top 10 Hldgs %
44.28%
Holding
100
New
4
Increased
10
Reduced
51
Closed
5
Top Buys
| 1 |
JPMorgan Ultra-Short Income ETF
JPST
|
$2.69M |
| 2 |
Vanguard Ultra-Short Bond ETF
VUSB
|
$621K |
| 3 |
Meta Platforms (Facebook)
META
|
$228K |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$208K |
| 5 |
Honeywell
HON
|
$204K |
Top Sells
| 1 |
Amazon
AMZN
|
$559K |
| 2 |
Broadcom
AVGO
|
$556K |
| 3 |
Automatic Data Processing
ADP
|
$333K |
| 4 |
RTX Corp
RTX
|
$323K |
| 5 |
Microsoft
MSFT
|
$317K |
Sector Composition
| 1 | Technology | 27.45% |
| 2 | Consumer Staples | 13.26% |
| 3 | Industrials | 10.67% |
| 4 | Healthcare | 9.97% |
| 5 | Financials | 6.03% |
