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
$404M
AUM Growth
-$44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
305
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$1M
3
+$997K
4
CHWY icon
Chewy
CHWY
+$775K
5
ARIS
Aris Water Solutions
ARIS
+$753K

Top Sells

1
+$2.4M
2
+$1.99M
3
+$1.77M
4
MRK icon
Merck
MRK
+$1.63M
5
HEES
H&E Equipment Services
HEES
+$1.37M

Sector Composition

1 Technology 23.63%
2 Financials 12.63%
3 Consumer Discretionary 9.6%
4 Healthcare 8.84%
5 Communication Services 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.94M 0.97%
30,221
-480
27
$3.84M 0.95%
4,325
-40
28
$3.81M 0.94%
18,437
-9,638
29
$3.75M 0.93%
12,730
-10
30
$3.5M 0.87%
7,445
-55
31
$3.37M 0.83%
22,265
-5,585
32
$3.27M 0.81%
39,060
-455
33
$3.19M 0.79%
5,909
+325
34
$3.18M 0.79%
21,111
-40
35
$3.17M 0.78%
14,396
+1,447
36
$3.02M 0.75%
46,340
-200
37
$3.01M 0.74%
6,222
-20
38
$2.95M 0.73%
12,456
-100
39
$2.84M 0.7%
76,347
+930
40
$2.84M 0.7%
40,675
+8,195
41
$2.81M 0.69%
14,798
-20
42
$2.72M 0.67%
54,360
+1,510
43
$2.72M 0.67%
5,062
-233
44
$2.58M 0.64%
77,034
-1,345
45
$2.54M 0.63%
40,491
+610
46
$2.53M 0.63%
18,421
-1,280
47
$2.51M 0.62%
1,291
+1
48
$2.34M 0.58%
17,673
+35
49
$2.3M 0.57%
5,285
50
$2.28M 0.56%
40,555
+4,845
1
2
3 4 5