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
$340M
AUM Growth
+$340M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$8.98M
2
+$5.12M
3
+$3.54M
4
TMO icon
Thermo Fisher Scientific
TMO
+$3.53M
5
BLK icon
Blackrock
BLK
+$3.48M

Top Sells

1
+$643K
2
+$476K
3
+$373K
4
AAPL icon
Apple
AAPL
+$209K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$182K

Sector Composition

1 Technology 21.16%
2 Consumer Discretionary 10.66%
3 Healthcare 9.47%
4 Financials 9.4%
5 Communication Services 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.3M 0.38%
+6,434
77
$1.27M 0.37%
+6,159
78
$1.24M 0.36%
+8,265
79
$1.22M 0.36%
+1,795
80
$1.21M 0.36%
18,310
-590
81
$1.17M 0.35%
21,760
-1,450
82
$1.16M 0.34%
28,207
+1,631
83
$1.13M 0.33%
+9,158
84
$1.11M 0.33%
21,376
85
$1.06M 0.31%
+3,249
86
$1.04M 0.31%
+6,623
87
$1.01M 0.3%
+35,550
88
$1.01M 0.3%
+10,371
89
$1.01M 0.3%
10,025
90
$1M 0.3%
+2,522
91
$985K 0.29%
16,082
+2,157
92
$971K 0.29%
+8,947
93
$937K 0.28%
+7,822
94
$928K 0.27%
+7,845
95
$926K 0.27%
18,906
+2,051
96
$908K 0.27%
+4,100
97
$898K 0.26%
14,850
-1,050
98
$873K 0.26%
+5,797
99
$868K 0.26%
+3,872
100
$862K 0.25%
+2,635
2 3
4
5 6