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
$226M
AUM Growth
+$25.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$509K
2
+$357K
3
+$333K
4
CLX icon
Clorox
CLX
+$311K
5
CRM icon
Salesforce
CRM
+$305K

Top Sells

1
+$679K
2
+$639K
3
+$617K
4
ZTS icon
Zoetis
ZTS
+$570K
5
LLY icon
Eli Lilly
LLY
+$532K

Sector Composition

1 Technology 15.98%
2 Healthcare 11.66%
3 Financials 9.51%
4 Industrials 8.04%
5 Consumer Discretionary 7.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.12M 0.94%
8,101
-684
27
$2.11M 0.93%
76,322
-530
28
$2.1M 0.93%
32,961
-1,842
29
$2.05M 0.91%
25,838
+303
30
$2.04M 0.9%
24,183
-280
31
$2M 0.88%
16,017
-1,932
32
$1.99M 0.88%
8,234
+144
33
$1.96M 0.87%
11,815
-222
34
$1.96M 0.87%
5,136
-653
35
$1.93M 0.85%
7,048
-11
36
$1.93M 0.85%
64,090
+800
37
$1.87M 0.82%
6,607
-235
38
$1.81M 0.8%
16,292
+730
39
$1.8M 0.8%
100,740
+8,500
40
$1.8M 0.8%
5,452
-166
41
$1.76M 0.78%
9,729
+209
42
$1.74M 0.77%
23,062
+976
43
$1.73M 0.76%
16,600
+381
44
$1.68M 0.74%
34,776
+2,124
45
$1.66M 0.73%
9,221
-45
46
$1.62M 0.72%
16,674
+166
47
$1.61M 0.71%
16,073
-140
48
$1.6M 0.71%
6,017
+335
49
$1.6M 0.71%
31,993
+2,659
50
$1.59M 0.7%
7,141
+102
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