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
$235M
AUM Growth
-$5.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$918K
2
+$653K
3
+$588K
4
MRK icon
Merck
MRK
+$580K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$551K

Top Sells

1
+$1.08M
2
+$912K
3
+$871K
4
ZION icon
Zions Bancorporation
ZION
+$854K
5
ALLY icon
Ally Financial
ALLY
+$807K

Sector Composition

1 Technology 13.31%
2 Financials 11.31%
3 Healthcare 10.2%
4 Industrials 8.27%
5 Consumer Discretionary 7.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$539K 0.23%
11,227
+800
127
$535K 0.23%
10,204
-1,116
128
$535K 0.23%
4,882
-270
129
$532K 0.23%
10,449
+2,948
130
$531K 0.23%
10,280
-80
131
$524K 0.22%
4,460
-2,264
132
$523K 0.22%
+9,885
133
$514K 0.22%
12,840
-1,625
134
$513K 0.22%
4,600
+1,700
135
$510K 0.22%
19,462
-1,175
136
$497K 0.21%
4,637
-1,765
137
$497K 0.21%
6,428
138
$492K 0.21%
7,602
-210
139
$488K 0.21%
18,111
-530
140
$477K 0.2%
5,570
-545
141
$470K 0.2%
3,384
-97
142
$442K 0.19%
2,735
143
$436K 0.19%
6,996
-4,867
144
$429K 0.18%
7,374
+211
145
$426K 0.18%
27,050
+10,300
146
$418K 0.18%
16,225
-4,250
147
$418K 0.18%
8,762
+3,135
148
$415K 0.18%
2,456
-202
149
$413K 0.18%
1,508
+647
150
$408K 0.17%
10,850
-3,550
4 5
6
7 8