HI
Harrington Investments Portfolio holdings
AUM
$189M
This Quarter Return
+5.4%
1 Year Return
+16.15%
3 Year Return
+75.67%
5 Year Return
+123.7%
10 Year Return
–
AUM
$160M
AUM Growth
+$160M
(+6.3%)
Cap. Flow
+$3.14M
Cap. Flow
% of AUM
1.96%
Top 10 Holdings %
Top 10 Hldgs %
42.13%
Holding
78
New
4
Increased
47
Reduced
22
Closed
–
Top Buys
| 1 |
Veeva Systems
VEEV
|
$745K |
| 2 |
Amalgamated Financial
AMAL
|
$403K |
| 3 |
Schwab Short-Term US Treasury ETF
SCHO
|
$377K |
| 4 |
Verizon
VZ
|
$280K |
| 5 |
Analog Devices
ADI
|
$201K |
Top Sells
| 1 |
Apple
AAPL
|
$546K |
| 2 |
SIVB
SVB Financial Group
SIVB
|
$317K |
| 3 |
PayPal
PYPL
|
$187K |
| 4 |
Shopify
SHOP
|
$168K |
| 5 |
ASML
ASML
|
$99.9K |
Sector Composition
| 1 | Technology | 21.03% |
| 2 | Financials | 15.4% |
| 3 | Healthcare | 12.31% |
| 4 | Industrials | 10.45% |
| 5 | Communication Services | 8.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
T-Mobile US
TMUS
$288B
| $235K | 0.15% |
1,873
| – | – |
|
|
77
Analog Devices
ADI
$122B
| $201K | 0.13% |
+1,298
| New | +$201K |
|
78
iShares Gold Trust
IAU
$51.8B
| $188K | 0.12% |
+11,550
| New | +$188K |
|