HCA

Harbour Capital Advisors Portfolio holdings

AUM $491M
1-Year Est. Return 37.22%
This Quarter Est. Return
1 Year Est. Return
+37.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$331M
AUM Growth
+$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1 +$1.23M
2 +$1.09M
3 +$1.02M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$911K
5
MSFT icon
Microsoft
MSFT
+$891K

Top Sells

1 +$2.18M
2 +$1.85M
3 +$890K
4
LLY icon
Eli Lilly
LLY
+$804K
5
EW icon
Edwards Lifesciences
EW
+$792K

Sector Composition

1 Technology 19.24%
2 Healthcare 11.89%
3 Financials 10.54%
4 Consumer Discretionary 10.14%
5 Industrials 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$200K 0.06%
+4,200
252
$194K 0.06%
+28,596
253
$193K 0.06%
+1,975
254
$185K 0.06%
+20,000
255
$167K 0.05%
+35,000
256
$133K 0.04%
20,691
257
$73.8K 0.02%
+19,230
258
-577
259
-9,487
260
-22,050
261
-9,840
262
-5,050
263
-16,520
264
-52,314
265
-1,135
266
-3,968
267
-41,100
268
-1,775
269
-4,500
270
-11,233
271
-23,935
272
-11,538
273
-5,485
274
-4,150
275
-3,775