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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
126
$358K 0.04%
2,210
-102
127
$358K 0.04%
2,000
128
$335K 0.03%
501
129
$331K 0.03%
+745
130
$316K 0.03%
3,146
-75
131
$313K 0.03%
3,310
+600
132
$290K 0.03%
3,457
-1,468
133
$288K 0.03%
620
134
$285K 0.03%
948
135
$285K 0.03%
2,262
136
$273K 0.03%
+6,134
137
$271K 0.03%
5,262
138
$256K 0.03%
9,065
139
$252K 0.03%
+4,686
140
$251K 0.03%
+9,179
141
$247K 0.03%
2,021
+28
142
$241K 0.02%
3,647
-2,150
143
$237K 0.02%
8,368
144
$232K 0.02%
2,176
145
$231K 0.02%
3,758
146
$230K 0.02%
2,880
147
$223K 0.02%
3,325
-150
148
$221K 0.02%
+2,425
149
$220K 0.02%
3,750
150
$215K 0.02%
2,056
3 4 5
6
7