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
$236M
AUM Growth
+$3.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$608K
2
+$589K
3
+$570K
4
SHW icon
Sherwin-Williams
SHW
+$490K
5
USFR
WisdomTree Bloomberg Floating Rate Treasury Fund
USFR
+$443K

Top Sells

1
+$1.19M
2
+$811K
3
+$702K
4
XYZ
Block Inc
XYZ
+$569K
5
BIIB icon
Biogen
BIIB
+$542K

Sector Composition

1 Technology 16.43%
2 Healthcare 10.39%
3 Financials 9.61%
4 Consumer Discretionary 8.49%
5 Industrials 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.69M 0.71%
17,436
+1,073
52
$1.69M 0.71%
13,443
-3,150
53
$1.68M 0.71%
11,569
+932
54
$1.56M 0.66%
8,581
-285
55
$1.55M 0.66%
39,590
+3,385
56
$1.51M 0.64%
12,105
-88
57
$1.5M 0.63%
23,644
+3,067
58
$1.49M 0.63%
14,599
+1,290
59
$1.44M 0.61%
18,428
-5,050
60
$1.43M 0.61%
34,278
+3,230
61
$1.41M 0.6%
6,736
-294
62
$1.33M 0.56%
21,860
+1,860
63
$1.31M 0.55%
33,815
-550
64
$1.25M 0.53%
20,595
+812
65
$1.24M 0.52%
7,419
-2
66
$1.23M 0.52%
82,096
+14,800
67
$1.22M 0.51%
33,727
+5,853
68
$1.18M 0.5%
21,126
-8,410
69
$1.17M 0.49%
9,770
70
$1.16M 0.49%
15,559
+1,845
71
$1.14M 0.48%
45,485
+17,700
72
$1.13M 0.48%
9,109
+2,300
73
$1.1M 0.47%
2,829
74
$1.08M 0.46%
23,700
+950
75
$1.07M 0.45%
9,090
+1,244
1 2
3
4 5