HIM

Harbour Investment Management Portfolio holdings

AUM $189M
1-Year Est. Return 14.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$192M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$318K
2
+$303K
3
+$273K
4
AMP icon
Ameriprise Financial
AMP
+$206K
5
CVX icon
Chevron
CVX
+$199K

Top Sells

1
+$1.05M
2
+$553K
3
+$461K
4
AAPL icon
Apple
AAPL
+$459K
5
DHR icon
Danaher
DHR
+$302K

Sector Composition

1 Technology 26.26%
2 Healthcare 15.06%
3 Consumer Staples 13.77%
4 Industrials 12.25%
5 Consumer Discretionary 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-11,572
77
– –
-45,815
78
– –
-440
1 2 3
4