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
$201M
AUM Growth
-$47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$4.83M
2
+$4.21M
3
+$3.17M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.69M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$2.06M

Top Sells

1
+$95.7M
2
+$57.8M
3
+$10.1M
4
VUG icon
Vanguard Growth ETF
VUG
+$3.92M
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$2.42M

Sector Composition

1 Technology 14.63%
2 Healthcare 12.76%
3 Financials 9.81%
4 Industrials 7.85%
5 Consumer Discretionary 6.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.88M 0.93%
17,949
-43
27
$1.88M 0.93%
13,712
-177
28
$1.87M 0.93%
5,789
-19
29
$1.86M 0.92%
25,535
+226
30
$1.81M 0.9%
24,463
+390
31
$1.78M 0.88%
34,803
+984
32
$1.73M 0.86%
8,785
-73
33
$1.71M 0.85%
6,842
+20
34
$1.71M 0.85%
15,562
+161
35
$1.65M 0.82%
8,090
+270
36
$1.62M 0.81%
15,752
-95
37
$1.61M 0.8%
63,290
-1,070
38
$1.59M 0.79%
50,520
-360
39
$1.58M 0.78%
7,059
+2
40
$1.54M 0.76%
18,006
-875
41
$1.54M 0.76%
22,086
-1,658
42
$1.54M 0.76%
9,520
+56
43
$1.51M 0.75%
12,037
+198
44
$1.45M 0.72%
28,983
+85
45
$1.44M 0.72%
16,219
+120
46
$1.42M 0.7%
32,652
+112
47
$1.41M 0.7%
22,217
-180
48
$1.41M 0.7%
16,213
+3,287
49
$1.41M 0.7%
817
+4
50
$1.4M 0.69%
18,514
-200
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