BHTS

Bar Harbor Trust Services Portfolio holdings

AUM $331M
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
$190M
AUM Growth
+$1.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1 +$5.79M
2 +$542K
3 +$216K
4
CDW icon
CDW
CDW
+$204K
5
FAX
abrdn Asia-Pacific Income Fund
FAX
+$201K

Sector Composition

1 Financials 24.98%
2 Technology 15.19%
3 Industrials 14.14%
4 Healthcare 10.01%
5 Consumer Staples 4.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-17,350
77
-1,968