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Home > Institutional Investor > Private Harbour Investment Management & Counsel, Llc > Profile

Instuitional Investor - Private Harbour Investment Management & Counsel, Llc

Fund Profile
Filing Period:
Fund Name: Private Harbour Investment Management & Counsel, Llc
Portfolio Value $86,935,483
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IAU 219,012 $8,548,038 9.83%
2.
Invesco Actvely Mngd Etc Fd
 425,744 $5,662,395 6.51%
3.
Microsoft Corp
 MSFT 14,490 $5,448,820 6.26%
4.
Exxon Mobil Corp
 XOM 49,682 $4,967,206 5.71%
5.
Nvidia Corp
 NVDA 8,921 $4,417,858 5.08%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)