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
$366M
AUM Growth
-$41.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$780K
2
+$742K
3
+$727K
4
AA icon
Alcoa
AA
+$717K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$697K

Top Sells

1
+$1.87M
2
+$1.34M
3
+$1.11M
4
AAPL icon
Apple
AAPL
+$1.1M
5
SIVB
SVB Financial Group
SIVB
+$910K

Sector Composition

1 Technology 20.34%
2 Healthcare 10.68%
3 Financials 9.39%
4 Consumer Discretionary 8.92%
5 Industrials 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.3M 0.63%
18,529
-280
52
$2.29M 0.63%
17,915
-2,375
53
$2.28M 0.62%
8,360
+1,250
54
$2.28M 0.62%
14,920
-845
55
$2.15M 0.59%
4,737
+410
56
$2.15M 0.59%
25,477
-10,591
57
$2.07M 0.57%
13,900
-5,096
58
$1.9M 0.52%
7,636
59
$1.84M 0.5%
4,925
+37
60
$1.77M 0.48%
2,387
+324
61
$1.7M 0.46%
5,781
-1,273
62
$1.67M 0.46%
4,939
63
$1.66M 0.45%
30,965
+100
64
$1.59M 0.44%
1,341
-42
65
$1.58M 0.43%
49,950
+1,600
66
$1.55M 0.42%
7,494
+1,453
67
$1.53M 0.42%
9,987
-50
68
$1.5M 0.41%
20,455
+220
69
$1.47M 0.4%
17,737
70
$1.45M 0.4%
38,160
+940
71
$1.42M 0.39%
36,482
+100
72
$1.41M 0.39%
8,760
-75
73
$1.41M 0.39%
4,900
74
$1.37M 0.37%
8,270
75
$1.36M 0.37%
19,704
+1,843
1 2
3
4 5