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
$433M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

1
+$851K
2
+$823K
3
+$815K
4
PLTR icon
Palantir
PLTR
+$770K
5
ZETA icon
Zeta Global
ZETA
+$769K

Top Sells

1
+$5.14M
2
+$3.46M
3
+$1.5M
4
ONON icon
On Holding
ONON
+$1.27M
5
HD icon
Home Depot
HD
+$1.09M

Sector Composition

1 Technology 24.35%
2 Financials 10.68%
3 Healthcare 10.43%
4 Consumer Discretionary 9.24%
5 Industrials 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.54M 1.05%
8,397
+88
27
$4.53M 1.04%
14,320
28
$4.51M 1.04%
7,521
+48
29
$4.4M 1.01%
1,024
+8
30
$4M 0.92%
36,234
-30
31
$3.84M 0.89%
78,609
-2,150
32
$3.84M 0.89%
30,946
-240
33
$3.62M 0.84%
53,070
-65
34
$3.51M 0.81%
19,701
-994
35
$3.47M 0.8%
21,430
-20
36
$3.25M 0.75%
5,610
-5
37
$3.24M 0.75%
14,838
+55
38
$3.02M 0.7%
5,225
-490
39
$3M 0.69%
74,702
+1,430
40
$2.95M 0.68%
50,900
-1,150
41
$2.94M 0.68%
6,286
+86
42
$2.7M 0.62%
12,703
-60
43
$2.67M 0.62%
1,303
+9
44
$2.59M 0.6%
2,958
+4
45
$2.51M 0.58%
13,137
+205
46
$2.51M 0.58%
26,801
-260
47
$2.5M 0.58%
5,368
+274
48
$2.5M 0.58%
17,763
49
$2.42M 0.56%
24,506
+4,601
50
$2.38M 0.55%
4,827
+119
1
2
3 4 5