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
$226M
AUM Growth
+$25.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$509K
2
+$357K
3
+$333K
4
CLX icon
Clorox
CLX
+$311K
5
CRM icon
Salesforce
CRM
+$305K

Top Sells

1
+$679K
2
+$639K
3
+$617K
4
ZTS icon
Zoetis
ZTS
+$570K
5
LLY icon
Eli Lilly
LLY
+$532K

Sector Composition

1 Technology 15.98%
2 Healthcare 11.66%
3 Financials 9.51%
4 Industrials 8.04%
5 Consumer Discretionary 7.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.54M 0.68%
22,352
+135
52
$1.54M 0.68%
29,758
+775
53
$1.52M 0.67%
16,130
+378
54
$1.52M 0.67%
3,559
+66
55
$1.5M 0.66%
862
+45
56
$1.48M 0.65%
27,746
+3,178
57
$1.43M 0.63%
18,817
+303
58
$1.43M 0.63%
35,292
-15,228
59
$1.38M 0.61%
27,967
+616
60
$1.35M 0.59%
9,612
+1,697
61
$1.32M 0.58%
7,233
+85
62
$1.29M 0.57%
34,115
-1,150
63
$1.26M 0.56%
33,765
+3,780
64
$1.26M 0.56%
19,362
+2,580
65
$1.25M 0.55%
29,203
+1,833
66
$1.24M 0.55%
12,348
-5,658
67
$1.2M 0.53%
9,970
-50
68
$1.19M 0.52%
11,394
+782
69
$1.17M 0.52%
12,279
+553
70
$1.16M 0.51%
19,760
+1,060
71
$1.13M 0.5%
26,601
-65
72
$1.12M 0.49%
25,995
-4,675
73
$1.1M 0.49%
18,360
+2,634
74
$1.09M 0.48%
22,271
-1,572
75
$1.07M 0.47%
4,523
+539
1 2
3
4 5