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
$331M
AUM Growth
+$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1 +$1.23M
2 +$1.09M
3 +$1.02M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$911K
5
MSFT icon
Microsoft
MSFT
+$891K

Top Sells

1 +$2.18M
2 +$1.85M
3 +$890K
4
LLY icon
Eli Lilly
LLY
+$804K
5
EW icon
Edwards Lifesciences
EW
+$792K

Sector Composition

1 Technology 19.24%
2 Healthcare 11.89%
3 Financials 10.54%
4 Consumer Discretionary 10.14%
5 Industrials 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$1.55M 0.47%
15,487
-6,580
52
$1.54M 0.47%
30,815
-175
53
$1.53M 0.46%
18,473
-9,578
54
$1.53M 0.46%
3,960
-2,309
55
$1.51M 0.46%
10,145
-475
56
$1.51M 0.46%
6,961
57
$1.49M 0.45%
5,218
+30
58
$1.49M 0.45%
20,773
+4,724
59
$1.46M 0.44%
6,879
-46
60
$1.43M 0.43%
14,783
+2,162
61
$1.38M 0.42%
8,783
+1,421
62
$1.37M 0.42%
6,112
-110
63
$1.37M 0.41%
21,684
-1,730
64
$1.37M 0.41%
21,594
+1,945
65
$1.34M 0.41%
76,208
+8,370
66
$1.28M 0.39%
4,155
+2,950
67
$1.25M 0.38%
10,752
+3,760
68
$1.2M 0.36%
8,170
-100
69
$1.19M 0.36%
4,172
+317
70
$1.18M 0.36%
4,750
-150
71
$1.18M 0.36%
8,615
+205
72
$1.17M 0.35%
5,732
+6
73
$1.15M 0.35%
14,658
+680
74
$1.14M 0.34%
21,772
-123
75
$1.13M 0.34%
6,803
+475