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
$241M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$964K
2
+$746K
3
+$691K
4
FRC
First Republic Bank
FRC
+$639K
5
CB icon
Chubb
CB
+$603K

Top Sells

1
+$1.13M
2
+$797K
3
+$771K
4
MCHP icon
Microchip Technology
MCHP
+$736K
5
WFC icon
Wells Fargo
WFC
+$675K

Sector Composition

1 Technology 12.98%
2 Financials 10.9%
3 Healthcare 10.66%
4 Industrials 8.58%
5 Energy 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.43M 0.59%
22,460
+2,670
52
$1.42M 0.59%
9,021
+575
53
$1.41M 0.59%
13,510
-267
54
$1.41M 0.58%
7,413
+395
55
$1.35M 0.56%
5,316
+35
56
$1.32M 0.55%
18,407
+840
57
$1.32M 0.55%
28,732
-334
58
$1.3M 0.54%
41,220
+1,710
59
$1.3M 0.54%
32,520
+969
60
$1.29M 0.54%
53,400
+420
61
$1.27M 0.53%
20,793
+735
62
$1.26M 0.52%
32,630
+1,405
63
$1.24M 0.52%
10,619
-726
64
$1.24M 0.52%
33,021
+4,785
65
$1.24M 0.51%
5,670
+150
66
$1.23M 0.51%
23,287
-1,102
67
$1.22M 0.51%
22,678
+648
68
$1.21M 0.5%
4,375
+115
69
$1.2M 0.5%
7,194
-250
70
$1.18M 0.49%
10,914
+650
71
$1.16M 0.48%
14,400
-200
72
$1.16M 0.48%
13,844
+3,294
73
$1.15M 0.48%
13,344
+330
74
$1.14M 0.47%
77,680
-4,800
75
$1.14M 0.47%
15,395
+455
1 2
3
4 5