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
51
$1.44M 1.01%
21,570
-1,150
52
$1.41M 1%
23,571
-1,875
53
$1.25M 0.88%
18,550
-375
54
$1.24M 0.88%
16,480
-1,000
55
$1.14M 0.8%
12,445
-1,450
56
$1.03M 0.73%
18,811
-1,015
57
$961K 0.68%
32,716
-1,456
58
$850K 0.6%
2,882
59
$616K 0.43%
7,361
-3,617
60
$555K 0.39%
44,000
61
$535K 0.38%
9,680
-1,200
62
$496K 0.35%
10,800
63
$465K 0.33%
4,080
64
$296K 0.21%
6,147
-100
65
$279K 0.2%
15,699
+330
66
$248K 0.17%
2,500
67
$229K 0.16%
6,667
-527
68
– –
-11,000
1 2
3