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

Top Buys

1
+$964K
2
+$746K
3
+$691K
4
FRC
First Republic Bank
FRC
+$639K
5
CB icon
Chubb
CB
+$603K

Top Sells

1
+$1.13M
2
+$797K
3
+$771K
4
MCHP icon
Microchip Technology
MCHP
+$736K
5
WFC icon
Wells Fargo
WFC
+$675K

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
– –
-6,000
277
– –
-12,000
278
– –
-9,000
279
– –
-14,900
280
– –
-20,190
8 9 10 11
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