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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
151
$215K 0.02%
1,670
-44
152
$212K 0.02%
+1,564
153
$210K 0.02%
889
+18
154
$206K 0.02%
5,465
155
$206K 0.02%
6,550
-520
156
$150K 0.02%
12,335
157
– –
-2,000
158
– –
-2,002
159
– –
-1,741
160
– –
-3,514
161
– –
-72,617
162
– –
-2,410
163
– –
-1,418
3 4 5 6
7