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
$129M
AUM Growth
+$7.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$330K
2
+$303K
3
+$300K
4
SHOP icon
Shopify
SHOP
+$232K
5
LOW icon
Lowe's Companies
LOW
+$214K

Top Sells

1
+$1.19M
2
+$420K
3
+$150K
4
SAN icon
Banco Santander
SAN
+$134K
5
HON icon
Honeywell
HON
+$124K

Sector Composition

1 Technology 21.02%
2 Financials 15.38%
3 Healthcare 13.81%
4 Industrials 11.76%
5 Consumer Discretionary 8.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.2M 7.88%
138,612
-16,268
2
$5.13M 3.98%
85,803
-735
3
$5.07M 3.93%
32,168
-487
4
$4.93M 3.82%
15,190
-124
5
$4.03M 3.12%
16,046
-265
6
$3.48M 2.7%
39,605
-367
7
$3.4M 2.63%
30,521
-489
8
$3.24M 2.51%
18,025
-430
9
$3.21M 2.48%
29,660
-435
10
$2.98M 2.31%
12,369
-235
11
$2.88M 2.23%
40,904
-791
12
$2.85M 2.2%
31,476
-50
13
$2.8M 2.17%
41,860
-1,000
14
$2.8M 2.17%
41,920
-640
15
$2.72M 2.11%
11,589
-240
16
$2.7M 2.09%
56,735
-1,576
17
$2.68M 2.08%
34,061
-120
18
$2.68M 2.08%
29,662
+200
19
$2.61M 2.02%
28,280
-500
20
$2.5M 1.94%
41,031
+96
21
$2.44M 1.89%
96,676
+13,060
22
$2.31M 1.78%
14,805
-172
23
$2.18M 1.69%
22,908
-716
24
$2.09M 1.62%
24,431
-255
25
$2.07M 1.6%
6,392
-50
1
2 3 4