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
$235M
AUM Growth
-$5.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$918K
2
+$653K
3
+$588K
4
MRK icon
Merck
MRK
+$580K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$551K

Top Sells

1
+$1.08M
2
+$912K
3
+$871K
4
ZION icon
Zions Bancorporation
ZION
+$854K
5
ALLY icon
Ally Financial
ALLY
+$807K

Sector Composition

1 Technology 13.31%
2 Financials 11.31%
3 Healthcare 10.2%
4 Industrials 8.27%
5 Consumer Discretionary 7.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.43M 0.61%
26,201
-809
52
$1.36M 0.58%
33,940
+6,000
53
$1.36M 0.58%
36,365
-1,910
54
$1.36M 0.58%
18,077
-330
55
$1.36M 0.58%
5,593
-77
56
$1.34M 0.57%
22,020
-440
57
$1.33M 0.56%
28,435
-2,100
58
$1.32M 0.56%
15,741
+2,397
59
$1.32M 0.56%
7,202
+925
60
$1.31M 0.56%
152,103
61
$1.3M 0.55%
16,110
+715
62
$1.27M 0.54%
15,235
+1,391
63
$1.24M 0.53%
9,827
+835
64
$1.24M 0.53%
5,326
+951
65
$1.22M 0.52%
11,280
-1,245
66
$1.22M 0.52%
25,982
-2,750
67
$1.22M 0.52%
24,159
+1,481
68
$1.21M 0.52%
12,512
+445
69
$1.21M 0.52%
29,660
+10,220
70
$1.21M 0.51%
42,240
+1,020
71
$1.2M 0.51%
9,835
-1,835
72
$1.18M 0.5%
22,154
+674
73
$1.18M 0.5%
35,060
+2,430
74
$1.17M 0.5%
10,903
+1,645
75
$1.17M 0.5%
11,119
+205
1 2
3
4 5