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
$241M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$946K
2
+$736K
3
+$699K
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$692K
5
CB icon
Chubb
CB
+$617K

Top Sells

1
+$1.13M
2
+$771K
3
+$736K
4
NKE icon
Nike
NKE
+$732K
5
WFC icon
Wells Fargo
WFC
+$628K

Sector Composition

1 Technology 12.98%
2 Financials 10.9%
3 Healthcare 10.66%
4 Industrials 8.58%
5 Energy 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
– –
-1,950
277
– –
-14,715
278
– –
-13,600
279
– –
-12,000
280
– –
-14,900
8 9 10 11
12