HIM

Harbour Investment Management Portfolio holdings

AUM $184M
1-Year Est. Return 15.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$219M
AUM Growth
+$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$451K
2 +$347K
3 +$223K
4
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$211K
5
CVX icon
Chevron
CVX
+$189K

Top Sells

1 +$749K
2 +$256K
3 +$187K
4
RD
ROYAL DUTCH PET (NEW)1.25GLDRS
RD
+$94.9K
5
TSCO icon
Tractor Supply
TSCO
+$87.5K

Sector Composition

1 Technology 22.79%
2 Healthcare 13.75%
3 Industrials 11.97%
4 Consumer Staples 11.55%
5 Financials 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$200K 0.09%
4,200
-2,000
77
-4,960