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
$206M
AUM Growth
-$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$1.42M
2 +$349K
3 +$302K
4
CSCO icon
Cisco
CSCO
+$207K
5
BLK icon
Blackrock
BLK
+$85.2K

Top Sells

1 +$1.26M
2 +$1.17M
3 +$711K
4
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$462K
5
COP icon
ConocoPhillips
COP
+$417K

Sector Composition

1 Technology 22.94%
2 Healthcare 14.19%
3 Industrials 12.36%
4 Consumer Staples 11.58%
5 Financials 7.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-27,049
77
-4,200