HCA

Harbour Capital Advisors Portfolio holdings

AUM $489M
1-Year Est. Return 37.14%
This Quarter Est. Return
1 Year Est. Return
+37.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$184M
AUM Growth
+$42.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$4.74M
2
+$3.72M
3
+$2.09M
4
PEP icon
PepsiCo
PEP
+$2.04M
5
SDY icon
SPDR S&P Dividend ETF
SDY
+$2.01M

Top Sells

1
+$1.05M
2
+$932K
3
+$761K
4
ELV icon
Elevance Health
ELV
+$753K
5
ORCL icon
Oracle
ORCL
+$706K

Sector Composition

1 Technology 12.13%
2 Healthcare 10.37%
3 Communication Services 9.43%
4 Industrials 8.68%
5 Financials 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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