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
$241M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$964K
2
+$746K
3
+$691K
4
FRC
First Republic Bank
FRC
+$639K
5
CB icon
Chubb
CB
+$603K

Top Sells

1
+$1.13M
2
+$797K
3
+$771K
4
MCHP icon
Microchip Technology
MCHP
+$736K
5
WFC icon
Wells Fargo
WFC
+$675K

Sector Composition

1 Technology 12.98%
2 Financials 10.9%
3 Healthcare 10.66%
4 Industrials 8.58%
5 Energy 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$572K 0.24%
5,152
-15
127
$551K 0.23%
5,800
+20
128
$548K 0.23%
14,400
129
$547K 0.23%
18,641
-8,618
130
$539K 0.22%
10,360
-40
131
$534K 0.22%
6,115
-300
132
$532K 0.22%
20,475
133
$531K 0.22%
9,889
-2,681
134
$526K 0.22%
7,812
-3,580
135
$515K 0.21%
6,428
136
$507K 0.21%
10,427
-350
137
$482K 0.2%
4,559
-183
138
$481K 0.2%
+9,355
139
$480K 0.2%
5,916
-1,264
140
$479K 0.2%
2,658
-662
141
$476K 0.2%
3,243
-568
142
$472K 0.2%
3,481
-1,704
143
$447K 0.19%
6,978
-790
144
$424K 0.18%
7,163
+201
145
$423K 0.18%
7,036
+268
146
$409K 0.17%
+5,925
147
$408K 0.17%
6,454
-525
148
$407K 0.17%
11,854
+1,601
149
$403K 0.17%
3,545
-335
150
$402K 0.17%
2,750
+155
4 5
6
7 8