PHIMC

Private Harbour Investment Management & Counsel Portfolio holdings

AUM $96.6M
1-Year Est. Return 24.75%
This Quarter Est. Return
1 Year Est. Return
+24.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$96.3M
AUM Growth
+$5.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1 +$1.83M
2 +$1M
3 +$897K
4
EGBN icon
Eagle Bancorp
EGBN
+$832K
5
HRTX icon
Heron Therapeutics
HRTX
+$486K

Top Sells

1 +$1.13M
2 +$887K
3 +$753K
4
NVDA icon
NVIDIA
NVDA
+$689K
5
MXIM
Maxim Integrated Products
MXIM
+$599K

Sector Composition

1 Healthcare 19.27%
2 Technology 16.45%
3 Communication Services 11.78%
4 Consumer Staples 8.01%
5 Industrials 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-10,200
77
-20,615
78
-6,087
79
-8,259
80
-4,865