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
$133M
AUM Growth
-$3.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$345K
2 +$170K
3 +$96K
4
LHX icon
L3Harris
LHX
+$61.2K
5
XLB icon
Materials Select Sector SPDR Fund
XLB
+$61K

Top Sells

1 +$1.61M
2 +$149K
3 +$97.7K
4
DIS icon
Walt Disney
DIS
+$65.6K
5
IBB icon
iShares Biotechnology ETF
IBB
+$59K

Sector Composition

1 Industrials 19.48%
2 Healthcare 14.96%
3 Technology 14.25%
4 Energy 10.56%
5 Consumer Staples 9.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$303K 0.23%
2,480
77
$275K 0.21%
24,000
78
-20,664