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
$236M
AUM Growth
+$3.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$608K
2
+$589K
3
+$570K
4
SHW icon
Sherwin-Williams
SHW
+$490K
5
USFR
WisdomTree Bloomberg Floating Rate Treasury Fund
USFR
+$443K

Top Sells

1
+$1.19M
2
+$811K
3
+$702K
4
XYZ
Block Inc
XYZ
+$569K
5
BIIB icon
Biogen
BIIB
+$542K

Sector Composition

1 Technology 16.43%
2 Healthcare 10.39%
3 Financials 9.61%
4 Consumer Discretionary 8.49%
5 Industrials 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.4M 1.01%
32,715
-540
27
$2.33M 0.98%
79,711
+4,560
28
$2.31M 0.98%
15,282
-15
29
$2.31M 0.98%
28,799
+2,578
30
$2.24M 0.95%
8,436
+245
31
$2.23M 0.94%
7,638
+342
32
$2.2M 0.93%
16,915
+531
33
$2.2M 0.93%
21,450
34
$2.15M 0.91%
36,828
+1,528
35
$2.14M 0.9%
5,616
+304
36
$2.07M 0.87%
17,974
+734
37
$2.06M 0.87%
17,498
+628
38
$2.01M 0.85%
21,807
+2,475
39
$1.95M 0.82%
29,885
-6,130
40
$1.94M 0.82%
70,210
+4,120
41
$1.94M 0.82%
6,522
+160
42
$1.93M 0.82%
18,349
+1,630
43
$1.93M 0.82%
34,896
+2,145
44
$1.9M 0.8%
966
+49
45
$1.9M 0.8%
32,898
+2,150
46
$1.86M 0.79%
23,587
+850
47
$1.85M 0.78%
11,482
+1,462
48
$1.83M 0.78%
12,089
+162
49
$1.82M 0.77%
6,575
+341
50
$1.73M 0.73%
3,885
+222
1
2
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