HCA
Harbour Capital Advisors Portfolio holdings
AUM
$475M
1-Year Return
30.17%
This Quarter Return
+5.98%
1 Year Return
+30.17%
3 Year Return
+109.53%
5 Year Return
+181.16%
10 Year Return
+385.08%
AUM
$91.5M
AUM Growth
+$12.1M
(+15%)
Cap. Flow
+$8.48M
Cap. Flow
% of AUM
9.28%
Top 10 Holdings %
Top 10 Hldgs %
17.28%
Holding
197
New
23
Increased
78
Reduced
22
Closed
11
Top Buys
| 1 |
Halliburton
HAL
|
$472K |
| 2 |
Walt Disney
DIS
|
$467K |
| 3 |
Enbridge
ENB
|
$467K |
| 4 |
Huntington Bancshares
HBAN
|
$432K |
| 5 |
WP
Worldpay, Inc.
WP
|
$354K |
Top Sells
| 1 |
WBA
Walgreens Boots Alliance
WBA
|
$630K |
| 2 |
Comcast
CMCSA
|
$424K |
| 3 |
Chipotle Mexican Grill
CMG
|
$419K |
| 4 |
AB InBev
BUD
|
$393K |
| 5 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
$284K |
Sector Composition
| 1 | Industrials | 8.87% |
| 2 | Technology | 8.73% |
| 3 | Financials | 8.71% |
| 4 | Consumer Staples | 6.54% |
| 5 | Healthcare | 6.33% |
