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
101
$640K 0.27%
3,963
102
$613K 0.26%
7,230
103
$606K 0.26%
8,002
-56
104
$589K 0.25%
+4,670
105
$586K 0.25%
3,845
+330
106
$585K 0.25%
9,699
-755
107
$579K 0.24%
11,474
108
$576K 0.24%
8,611
-150
109
$570K 0.24%
10,180
110
$570K 0.24%
20,255
-400
111
$560K 0.24%
7,930
+200
112
$557K 0.24%
4,440
+1,430
113
$555K 0.23%
5,090
+815
114
$522K 0.22%
3,800
+1,350
115
$519K 0.22%
16,850
116
$518K 0.22%
2,674
+925
117
$512K 0.22%
18,900
118
$512K 0.22%
6,410
119
$504K 0.21%
4,695
-1,680
120
$493K 0.21%
6,330
+2,965
121
$492K 0.21%
8,800
-900
122
$487K 0.21%
5,230
123
$484K 0.2%
1,620
+335
124
$481K 0.2%
3,235
125
$478K 0.2%
3,750
+80
3 4
5
6 7