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
$97M
AUM Growth
+$742K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Sells

1 +$1.41M
2 +$1.1M
3 +$577K
4
CEF icon
Sprott Physical Gold and Silver Trust
CEF
+$554K
5
INTC icon
Intel
INTC
+$525K

Sector Composition

1 Healthcare 19.03%
2 Technology 15.51%
3 Communication Services 11.13%
4 Consumer Staples 8.28%
5 Consumer Discretionary 5.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-16,164
77
-44,638