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
$226M
AUM Growth
+$25.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$509K
2
+$357K
3
+$333K
4
CLX icon
Clorox
CLX
+$311K
5
CRM icon
Salesforce
CRM
+$305K

Top Sells

1
+$679K
2
+$639K
3
+$617K
4
ZTS icon
Zoetis
ZTS
+$570K
5
LLY icon
Eli Lilly
LLY
+$532K

Sector Composition

1 Technology 15.98%
2 Healthcare 11.66%
3 Financials 9.51%
4 Industrials 8.04%
5 Consumer Discretionary 7.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.05M 0.46%
17,724
-1,260
77
$1.04M 0.46%
22,780
+3,750
78
$974K 0.43%
6,225
-300
79
$970K 0.43%
6,703
80
$953K 0.42%
7,998
-660
81
$929K 0.41%
9,146
-320
82
$922K 0.41%
11,905
-580
83
$876K 0.39%
7,583
+308
84
$854K 0.38%
6,610
+300
85
$849K 0.38%
2,829
-182
86
$830K 0.37%
7,424
-200
87
$828K 0.37%
19,890
+4,095
88
$818K 0.36%
9,730
-400
89
$805K 0.36%
17,880
+569
90
$802K 0.35%
5,478
+1,601
91
$791K 0.35%
40,256
-704
92
$785K 0.35%
7,530
-50
93
$782K 0.35%
5,995
-5,205
94
$762K 0.34%
4,011
-157
95
$725K 0.32%
5,050
-400
96
$723K 0.32%
4,110
-70
97
$710K 0.31%
8,881
-1,550
98
$710K 0.31%
6,819
99
$696K 0.31%
4,163
-40
100
$684K 0.3%
21,400
-450
2 3
4
5 6