HI

Harrington Investments Portfolio holdings

AUM $200M
1-Year Est. Return 19.79%
This Quarter Est. Return
1 Year Est. Return
+19.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$121M
AUM Growth
-$164K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$220K
2
+$216K
3
+$212K
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$191K
5
ZM icon
Zoom
ZM
+$169K

Top Sells

1
+$880K
2
+$595K
3
+$540K
4
ABT icon
Abbott
ABT
+$255K
5
JNJ icon
Johnson & Johnson
JNJ
+$203K

Sector Composition

1 Technology 19.63%
2 Financials 15.12%
3 Healthcare 13.7%
4 Industrials 12.19%
5 Consumer Discretionary 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.67M 7.15%
154,880
-15,708
2
$4.54M 3.74%
32,655
+283
3
$4.46M 3.68%
15,314
-133
4
$4.46M 3.67%
86,538
+136
5
$3.53M 2.91%
39,972
-999
6
$3.41M 2.81%
16,311
-300
7
$3.14M 2.58%
41,695
-416
8
$3.12M 2.57%
30,095
-1,175
9
$3.1M 2.56%
31,010
+350
10
$2.98M 2.45%
31,526
-333
11
$2.89M 2.38%
18,455
-388
12
$2.72M 2.24%
34,181
-242
13
$2.65M 2.18%
29,462
-740
14
$2.62M 2.16%
11,829
-220
15
$2.62M 2.16%
42,860
+560
16
$2.59M 2.14%
42,560
+440
17
$2.5M 2.06%
28,780
-1,460
18
$2.44M 2.01%
12,604
+169
19
$2.44M 2.01%
58,311
-870
20
$2.42M 1.99%
14,977
-82
21
$2.28M 1.88%
40,935
+764
22
$2.16M 1.78%
39,259
+83
23
$2.12M 1.74%
83,616
+7,546
24
$2.03M 1.67%
23,624
-806
25
$1.96M 1.61%
24,686
-645
1
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