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
$248M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$38.1M
2
+$4.43M
3
+$2.5M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$2.08M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.04M

Top Sells

1
+$4.44M
2
+$4.36M
3
+$3.85M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$3.81M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$2.47M

Sector Composition

1 Technology 14.03%
2 Healthcare 11.37%
3 Financials 9.79%
4 Industrials 8.8%
5 Consumer Discretionary 7.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$375K 0.15%
4,860
-84
127
$374K 0.15%
7,005
+480
128
$371K 0.15%
5,273
129
$361K 0.15%
21,980
+7,480
130
$356K 0.14%
+5,608
131
$349K 0.14%
7,320
-510
132
$347K 0.14%
+3,500
133
$341K 0.14%
2,124
134
$339K 0.14%
+2,075
135
$336K 0.14%
1,619
-15
136
$325K 0.13%
3,065
-60
137
$324K 0.13%
5,500
138
$322K 0.13%
62,103
-1,000
139
$319K 0.13%
+3,380
140
$315K 0.13%
16,800
-500
141
$312K 0.13%
2,650
142
$312K 0.13%
4,660
-20
143
$311K 0.13%
9,675
-225
144
$310K 0.12%
2,653
145
$309K 0.12%
+14,100
146
$307K 0.12%
6,200
-200
147
$304K 0.12%
17,640
-3,960
148
$302K 0.12%
+1,025
149
$301K 0.12%
2,210
-1,695
150
$299K 0.12%
+7,050
4 5
6
7 8