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HTIM

Harbour Trust & Investment Management Portfolio holdings

AUM $943M
1-Year Est. Return 22.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$967M
AUM Growth
+$64.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$5.87M
2
+$4.56M
3
+$791K
4
MSFT icon
Microsoft
MSFT
+$781K
5
PANW icon
Palo Alto Networks
PANW
+$768K

Top Sells

1
+$6.49M
2
+$4.58M
3
+$3.9M
4
HBNC icon
Horizon Bancorp
HBNC
+$1.05M
5
AAPL icon
Apple
AAPL
+$1.03M

Sector Composition

1 Technology 28.58%
2 Financials 12.19%
3 Communication Services 7.19%
4 Industrials 6.43%
5 Healthcare 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.3M 1.16%
99,943
-1,400
27
$11.2M 1.16%
39,831
-1,257
28
$10.4M 1.08%
87,890
-2,391
29
$10.1M 1.05%
134,367
+4,147
30
$9.73M 1.01%
54,618
-484
31
$9.66M 1%
68,816
-3,769
32
$9.57M 0.99%
16,061
-564
33
$8.79M 0.91%
7,538
-255
34
$8.76M 0.91%
14,587
-116
35
$8.63M 0.89%
72,046
-2,824
36
$8.61M 0.89%
191,537
+124,480
37
$8.39M 0.87%
33,402
+208
38
$7.65M 0.79%
95,649
+4,297
39
$7.2M 0.74%
14,839
-785
40
$7.19M 0.74%
20,394
-435
41
$7.01M 0.72%
138,915
-1,363
42
$6.83M 0.71%
24,931
+428
43
$6.65M 0.69%
35,874
-1,003
44
$6.6M 0.68%
57,632
-793
45
$6.55M 0.68%
26,955
-56
46
$5.66M 0.58%
71,666
+2,216
47
$5.64M 0.58%
101,562
-4,665
48
$5.18M 0.54%
55,441
+541
49
$5.08M 0.53%
14,709
-800
50
$5.01M 0.52%
71,226
-908
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