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
$331M
AUM Growth
+$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$1.09M
3
+$1.02M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$911K
5
MSFT icon
Microsoft
MSFT
+$891K

Top Sells

1
+$2.18M
2
+$1.85M
3
+$890K
4
LLY icon
Eli Lilly
LLY
+$804K
5
EW icon
Edwards Lifesciences
EW
+$792K

Sector Composition

1 Technology 19.24%
2 Healthcare 11.89%
3 Financials 10.54%
4 Consumer Discretionary 10.14%
5 Industrials 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.12M 0.34%
27,430
+18,930
77
$1.09M 0.33%
+12,425
78
$1.07M 0.32%
9,002
-75
79
$1.06M 0.32%
11,325
+25
80
$1.05M 0.32%
33,932
+4,865
81
$1.05M 0.32%
3,762
82
$1.05M 0.32%
4,294
83
$1.03M 0.31%
33,958
+16,635
84
$1.02M 0.31%
+4,356
85
$1.02M 0.31%
3,183
-47
86
$948K 0.29%
5,085
+89
87
$936K 0.28%
4,205
+50
88
$934K 0.28%
23,494
-845
89
$931K 0.28%
2
90
$920K 0.28%
1,947
+19
91
$891K 0.27%
4,915
+26
92
$880K 0.27%
4,534
-10
93
$861K 0.26%
64,510
+7,120
94
$842K 0.25%
4,919
+168
95
$839K 0.25%
4,299
+505
96
$833K 0.25%
16,570
-300
97
$832K 0.25%
75,125
+20,480
98
$820K 0.25%
4,469
+485
99
$791K 0.24%
7,808
100
$774K 0.23%
14,775
-300
2 3
4
5 6