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
$142M
AUM Growth
-$808K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$5.87K

Top Sells

1
+$552K
2
+$457K
3
+$441K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$403K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$322K

Sector Composition

1 Industrials 18.98%
2 Technology 16.68%
3 Healthcare 14.32%
4 Consumer Staples 10.06%
5 Energy 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.99M 4.92%
81,656
-3,020
2
$4.79M 3.37%
44,865
-2,700
3
$4.66M 3.28%
81,174
-5,135
4
$4.57M 3.22%
24,545
-1,200
5
$3.55M 2.5%
74,931
-3,383
6
$3.37M 2.37%
17,102
-1,220
7
$3.22M 2.27%
120,120
-16,440
8
$3.21M 2.26%
29,900
-1,775
9
$3.17M 2.23%
68,685
-5,795
10
$3.16M 2.22%
20,386
-1,790
11
$3.15M 2.22%
15,895
-2,035
12
$3.07M 2.17%
42,335
-1,825
13
$3.02M 2.13%
71,324
-2,900
14
$2.96M 2.08%
21,148
-3,950
15
$2.91M 2.05%
49,780
-3,000
16
$2.83M 1.99%
16,205
-970
17
$2.72M 1.92%
23,235
-1,625
18
$2.6M 1.83%
17,940
-1,200
19
$2.42M 1.71%
28,958
-1,200
20
$2.42M 1.7%
30,091
-1,668
21
$2.39M 1.69%
19,961
-1,700
22
$2.39M 1.68%
18,875
-3,615
23
$2.38M 1.67%
11,372
-477
24
$2.35M 1.66%
38,880
-2,700
25
$2.31M 1.63%
26,815
-1,500
1
2 3