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
$235M
AUM Growth
-$5.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$918K
2
+$653K
3
+$588K
4
MRK icon
Merck
MRK
+$580K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$551K

Top Sells

1
+$1.08M
2
+$912K
3
+$871K
4
ZION icon
Zions Bancorporation
ZION
+$854K
5
ALLY icon
Ally Financial
ALLY
+$807K

Sector Composition

1 Technology 13.31%
2 Financials 11.31%
3 Healthcare 10.2%
4 Industrials 8.27%
5 Consumer Discretionary 7.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.08M 0.89%
22,810
-2,432
27
$2M 0.85%
25,810
+3,137
28
$1.95M 0.83%
5,948
-169
29
$1.85M 0.79%
91,120
+420
30
$1.84M 0.79%
18,750
-105
31
$1.83M 0.78%
7,613
-114
32
$1.81M 0.77%
17,800
+100
33
$1.78M 0.76%
15,332
-523
34
$1.75M 0.74%
3,227
+105
35
$1.73M 0.74%
10,551
-965
36
$1.69M 0.72%
6,432
37
$1.68M 0.71%
20,060
-150
38
$1.65M 0.7%
16,917
+397
39
$1.65M 0.7%
70,160
-330
40
$1.64M 0.7%
29,873
-340
41
$1.63M 0.69%
53,850
+450
42
$1.59M 0.68%
23,995
+293
43
$1.58M 0.67%
33,969
+948
44
$1.57M 0.67%
9,068
+47
45
$1.52M 0.65%
11,148
+875
46
$1.52M 0.65%
730
+132
47
$1.5M 0.64%
14,948
+1,284
48
$1.49M 0.64%
7,924
-1,109
49
$1.49M 0.63%
7,196
-217
50
$1.48M 0.63%
5,855
+539
1
2
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