HCA
Harbour Capital Advisors Portfolio holdings
AUM
$475M
1-Year Return
30.17%
This Quarter Return
-0.2%
1 Year Return
+30.17%
3 Year Return
+109.53%
5 Year Return
+181.16%
10 Year Return
+385.08%
AUM
$79.3M
AUM Growth
–
Cap. Flow
+$79.3M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
18.66%
Holding
174
New
174
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Russell 1000 Value ETF
IWD
|
$2.28M |
| 2 |
iShares MSCI EAFE ETF
EFA
|
$2.15M |
| 3 |
iShares Russell 1000 ETF
IWB
|
$2.01M |
| 4 |
SPDR S&P Dividend ETF
SDY
|
$1.4M |
| 5 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
$1.37M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 8.56% |
| 2 | Financials | 8.23% |
| 3 | Industrials | 7.88% |
| 4 | Healthcare | 7.18% |
| 5 | Consumer Staples | 6.61% |
