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
$236M
AUM Growth
+$3.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$608K
2
+$589K
3
+$570K
4
SHW icon
Sherwin-Williams
SHW
+$490K
5
USFR
WisdomTree Bloomberg Floating Rate Treasury Fund
USFR
+$443K

Top Sells

1
+$1.19M
2
+$811K
3
+$702K
4
XYZ
Block Inc
XYZ
+$569K
5
BIIB icon
Biogen
BIIB
+$542K

Sector Composition

1 Technology 16.43%
2 Healthcare 10.39%
3 Financials 9.61%
4 Consumer Discretionary 8.49%
5 Industrials 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.04M 0.44%
21,921
-50
77
$1.02M 0.43%
6,733
78
$1.02M 0.43%
5,544
+2,676
79
$1M 0.42%
13,320
+2,740
80
$985K 0.42%
5,925
81
$983K 0.42%
24,416
-490
82
$982K 0.42%
28,496
+16,544
83
$940K 0.4%
11,670
-10
84
$935K 0.4%
7,530
85
$836K 0.35%
6,648
+1,395
86
$812K 0.34%
30,340
+9,740
87
$805K 0.34%
3,750
-124
88
$791K 0.33%
4,110
89
$790K 0.33%
5,050
90
$764K 0.32%
18,695
-4,900
91
$744K 0.31%
4,510
-1,979
92
$719K 0.3%
6,535
+25
93
$712K 0.3%
1,292
+53
94
$710K 0.3%
4,339
+281
95
$692K 0.29%
8,276
-605
96
$690K 0.29%
20,510
-40
97
$687K 0.29%
4,942
98
$683K 0.29%
19,495
+225
99
$666K 0.28%
7,430
+175
100
$656K 0.28%
6,589
-375
2 3
4
5 6