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
126
$609K 0.18%
2,664
-150
127
$604K 0.18%
8,544
128
$594K 0.18%
7,722
-5
129
$584K 0.18%
3,009
130
$578K 0.17%
5,000
-200
131
$556K 0.17%
+15,905
132
$556K 0.17%
+15,815
133
$541K 0.16%
7,141
+1,975
134
$531K 0.16%
+16,740
135
$526K 0.16%
6,036
136
$526K 0.16%
10,829
-46
137
$505K 0.15%
+5,505
138
$492K 0.15%
14,768
139
$489K 0.15%
7,705
+1,145
140
$486K 0.15%
30,826
+3,060
141
$477K 0.14%
+10,384
142
$469K 0.14%
2,209
+80
143
$464K 0.14%
3,780
+380
144
$461K 0.14%
+16,630
145
$453K 0.14%
6,578
146
$452K 0.14%
5,428
-230
147
$451K 0.14%
2,255
-25
148
$444K 0.13%
13,500
149
$435K 0.13%
12,049
+2,520
150
$432K 0.13%
3,140
+260
4 5
6
7 8