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
$241M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$964K
2
+$746K
3
+$691K
4
FRC
First Republic Bank
FRC
+$639K
5
CB icon
Chubb
CB
+$603K

Top Sells

1
+$1.13M
2
+$797K
3
+$771K
4
MCHP icon
Microchip Technology
MCHP
+$736K
5
WFC icon
Wells Fargo
WFC
+$675K

Sector Composition

1 Technology 12.98%
2 Financials 10.9%
3 Healthcare 10.66%
4 Industrials 8.58%
5 Energy 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.14M 0.47%
8,992
+125
77
$1.12M 0.47%
27,940
+9,508
78
$1.12M 0.46%
82,460
+597
79
$1.11M 0.46%
12,525
+705
80
$1.09M 0.45%
21,480
+4,910
81
$1.08M 0.45%
6,277
+1,345
82
$1.06M 0.44%
12,067
+1,035
83
$1.04M 0.43%
598
+29
84
$1.03M 0.43%
9,258
+845
85
$1.02M 0.42%
7,221
+175
86
$986K 0.41%
6,833
+320
87
$954K 0.4%
22,301
+4,525
88
$948K 0.39%
2,954
-206
89
$944K 0.39%
28,500
+2,850
90
$941K 0.39%
8,814
+765
91
$931K 0.39%
19,190
+11,800
92
$922K 0.38%
11,863
+3,363
93
$912K 0.38%
12,920
-140
94
$897K 0.37%
28,150
-3,000
95
$883K 0.37%
9,609
-2,556
96
$875K 0.36%
9,048
-1,181
97
$868K 0.36%
16,480
+300
98
$854K 0.35%
16,802
-9,125
99
$837K 0.35%
9,390
-200
100
$827K 0.34%
11,872
-500
2 3
4
5 6