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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
51
$4.94M 0.51%
60,026
+114
52
$4.75M 0.49%
35,428
-2,594
53
$4.74M 0.49%
17,379
-441
54
$4.64M 0.48%
59,359
+1,433
55
$4.52M 0.47%
14,455
+1,372
56
$4.45M 0.46%
15,172
-1,656
57
$4.25M 0.44%
37,912
+2
58
$4.21M 0.44%
263,214
-65,355
59
$4.14M 0.43%
13,451
+958
60
$3.97M 0.41%
+101,213
61
$3.92M 0.41%
5,137
+34
62
$3.65M 0.38%
15,751
-1,171
63
$3.27M 0.34%
23,182
-372
64
$3.02M 0.31%
22,997
-379
65
$2.66M 0.28%
27,155
+845
66
$2.6M 0.27%
27,540
-67,289
67
$2.58M 0.27%
10,480
-129
68
$2.34M 0.24%
5,529
-44
69
$2.29M 0.24%
24,209
-2,288
70
$2.09M 0.22%
8,007
-913
71
$2.07M 0.21%
13,440
+194
72
$1.81M 0.19%
11,630
+110
73
$1.51M 0.16%
2
74
$1.45M 0.15%
20,770
-165
75
$1.43M 0.15%
22,519
-797
1 2
3
4 5