PHIMC
Private Harbour Investment Management & Counsel Portfolio holdings
AUM
$96.6M
This Quarter Return
-1.9%
1 Year Return
+17.22%
3 Year Return
+74.97%
5 Year Return
+125.61%
10 Year Return
+251.19%
AUM
$139M
AUM Growth
–
Cap. Flow
+$139M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
29.36%
Holding
89
New
89
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR Gold Trust
GLD
|
$5.18M |
| 2 |
Gilead Sciences
GILD
|
$4.41M |
| 3 |
McDonald's
MCD
|
$4.33M |
| 4 |
Exxon Mobil
XOM
|
$4.15M |
| 5 |
Verizon
VZ
|
$4.07M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 17.97% |
| 2 | Energy | 14.03% |
| 3 | Technology | 12.91% |
| 4 | Consumer Staples | 9.69% |
| 5 | Communication Services | 6.49% |
