HCA

Harbour Capital Advisors Portfolio holdings

AUM $491M
1-Year Est. Return 37.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+37.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$340M
AUM Growth
+$340M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1 +$9.21M
2 +$4.91M
3 +$3.7M
4
COST icon
Costco
COST
+$3.5M
5
INTU icon
Intuit
INTU
+$3.45M

Top Sells

1 +$736K
2 +$459K
3 +$400K
4
AAPL icon
Apple
AAPL
+$220K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$174K

Sector Composition

1 Technology 21.16%
2 Consumer Discretionary 10.66%
3 Healthcare 9.47%
4 Financials 9.4%
5 Communication Services 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-15,800
227
-13,527