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
101
$760K 0.23%
8,173
+170
102
$753K 0.23%
6,043
103
$752K 0.23%
69,675
+675
104
$749K 0.23%
10,749
-385
105
$746K 0.23%
4,060
+2,185
106
$732K 0.22%
2,079
+385
107
$731K 0.22%
5,658
108
$728K 0.22%
10,180
109
$720K 0.22%
+25,930
110
$710K 0.21%
6,685
111
$708K 0.21%
7,556
-764
112
$706K 0.21%
4,432
+59
113
$688K 0.21%
5,145
+415
114
$684K 0.21%
16,640
-310
115
$677K 0.2%
16,756
-575
116
$670K 0.2%
14,547
+15
117
$663K 0.2%
6,450
+40
118
$656K 0.2%
4,205
+270
119
$649K 0.2%
15,002
+400
120
$647K 0.2%
7,105
121
$637K 0.19%
+7,932
122
$631K 0.19%
3,140
+138
123
$624K 0.19%
+1,246
124
$621K 0.19%
14,355
+4,355
125
$620K 0.19%
2,875
3 4
5
6 7