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
$219M
AUM Growth
+$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$500K
2 +$350K
3 +$220K
4
EWG icon
iShares MSCI Germany ETF
EWG
+$220K
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$214K

Top Sells

1 +$777K
2 +$256K
3 +$200K
4
TSCO icon
Tractor Supply
TSCO
+$95.2K
5
RD
ROYAL DUTCH PET (NEW)1.25GLDRS
RD
+$94.9K

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