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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
76
$1.36M 0.14%
8,153
-283
77
$1.34M 0.14%
2,679
-177
78
$1.34M 0.14%
12,960
+380
79
$1.28M 0.13%
4,544
-151
80
$1.27M 0.13%
2,666
-26
81
$1.26M 0.13%
8,987
-144
82
$1.15M 0.12%
14,430
-125
83
$1.13M 0.12%
9,430
84
$1.11M 0.12%
31,393
85
$1.03M 0.11%
8,063
-100
86
$1M 0.1%
15,866
-3,068
87
$981K 0.1%
7,930
+209
88
$940K 0.1%
21,396
-430
89
$922K 0.1%
2,702
+80
90
$910K 0.09%
4,120
91
$879K 0.09%
4,429
92
$874K 0.09%
5,388
-63
93
$872K 0.09%
20,475
-683
94
$848K 0.09%
3,005
-24
95
$833K 0.09%
2,524
+168
96
$800K 0.08%
4,033
-41
97
$784K 0.08%
1,935
+43
98
$778K 0.08%
5,975
99
$773K 0.08%
1,619
-55
100
$762K 0.08%
2,322
2 3
4
5 6