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
$248M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$38.1M
2
+$4.43M
3
+$2.5M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$2.08M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.04M

Top Sells

1
+$4.44M
2
+$4.36M
3
+$3.85M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$3.81M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$2.47M

Sector Composition

1 Technology 14.03%
2 Healthcare 11.37%
3 Financials 9.79%
4 Industrials 8.8%
5 Consumer Discretionary 7.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.48M 0.59%
11,581
+335
52
$1.46M 0.59%
5,422
+130
53
$1.46M 0.59%
16,099
-15
54
$1.4M 0.56%
18,714
+1,060
55
$1.39M 0.56%
91,310
-130
56
$1.39M 0.56%
8,575
+320
57
$1.36M 0.55%
32,540
+2,084
58
$1.29M 0.52%
26,185
+3,425
59
$1.27M 0.51%
9,426
-415
60
$1.26M 0.51%
23,166
+2,685
61
$1.25M 0.51%
6,584
+1,558
62
$1.24M 0.5%
12,926
+1,320
63
$1.22M 0.49%
28,445
+744
64
$1.22M 0.49%
27,497
+898
65
$1.22M 0.49%
5,436
-395
66
$1.22M 0.49%
3,447
+679
67
$1.19M 0.48%
21,700
-140
68
$1.18M 0.48%
15,337
-2,440
69
$1.18M 0.48%
7,180
-67
70
$1.18M 0.47%
20,986
+106
71
$1.14M 0.46%
7,409
-145
72
$1.08M 0.44%
12,785
+1,027
73
$1.04M 0.42%
19,482
-135
74
$998K 0.4%
2,884
+137
75
$934K 0.38%
23,040
+2,800
1 2
3
4 5