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
$149M
AUM Growth
+$5.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1 +$284K
2 +$231K
3 +$227K
4
DE icon
Deere & Co
DE
+$180K
5
XOM icon
Exxon Mobil
XOM
+$144K

Top Sells

1 +$1.44M
2 +$1.11M
3 +$856K
4
DAKT icon
Daktronics
DAKT
+$411K
5
GLD icon
SPDR Gold Trust
GLD
+$398K

Sector Composition

1 Industrials 19.68%
2 Healthcare 15.33%
3 Technology 14.28%
4 Consumer Staples 10.83%
5 Energy 10.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$213K 0.14%
8,017
-311
77
$209K 0.14%
11,782
-700
78
-32,246
79
-36,750
80
-3,105
81
-22,225
82
-27,800