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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
101
$757K 0.08%
2,023
102
$755K 0.08%
4,528
-55
103
$642K 0.07%
3,275
104
$626K 0.06%
4,035
105
$614K 0.06%
2,844
-55
106
$603K 0.06%
11,957
-1,288
107
$603K 0.06%
9,913
-494
108
$569K 0.06%
2,304
-100
109
$568K 0.06%
7,790
+40
110
$565K 0.06%
1,702
+15
111
$535K 0.06%
5,583
112
$534K 0.06%
7,812
+2,050
113
$523K 0.05%
6,266
+189
114
$489K 0.05%
1,433
115
$467K 0.05%
3,366
-50
116
$461K 0.05%
6,946
117
$446K 0.05%
2,445
118
$443K 0.05%
2,083
119
$441K 0.05%
2,251
-44
120
$434K 0.04%
4,700
121
$405K 0.04%
3,596
-200
122
$392K 0.04%
2,914
-50
123
$391K 0.04%
3,085
-25
124
$383K 0.04%
3,450
125
$362K 0.04%
3,806
-654
3 4
5
6 7