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
$248M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$38.1M
2
+$4.43M
3
+$2.5M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$2.08M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.04M

Top Sells

1
+$4.44M
2
+$4.36M
3
+$3.85M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$3.81M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$2.47M

Sector Composition

1 Technology 14.03%
2 Healthcare 11.37%
3 Financials 9.79%
4 Industrials 8.8%
5 Consumer Discretionary 7.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.19M 0.88%
15,847
-770
27
$2.17M 0.88%
17,992
-163
28
$2.17M 0.88%
6,995
-543
29
$2.16M 0.87%
5,808
-25
30
$2.04M 0.82%
24,073
-5
31
$2.01M 0.81%
8,858
-40
32
$1.98M 0.8%
6,822
-75
33
$1.96M 0.79%
33,819
-45
34
$1.91M 0.77%
50,880
-420
35
$1.84M 0.74%
7,820
-131
36
$1.81M 0.73%
5,616
-65
37
$1.8M 0.73%
15,401
+208
38
$1.79M 0.72%
11,839
-336
39
$1.73M 0.7%
18,881
-1,194
40
$1.72M 0.69%
7,057
-195
41
$1.71M 0.69%
25,309
+647
42
$1.68M 0.68%
12,061
-371
43
$1.67M 0.67%
28,898
-800
44
$1.66M 0.67%
16,463
+185
45
$1.61M 0.65%
813
+66
46
$1.59M 0.64%
64,360
+430
47
$1.57M 0.63%
22,397
-175
48
$1.57M 0.63%
3,324
+38
49
$1.56M 0.63%
23,744
+740
50
$1.51M 0.61%
11,301
+378
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