HCA
Harbour Capital Advisors Portfolio holdings
AUM
$475M
This Quarter Return
-2.26%
1 Year Return
+30.17%
3 Year Return
+109.53%
5 Year Return
+181.16%
10 Year Return
+385.08%
AUM
$334M
AUM Growth
+$334M
(-1.6%)
Cap. Flow
+$6.5M
Cap. Flow
% of AUM
1.95%
Top 10 Holdings %
Top 10 Hldgs %
25.59%
Holding
290
New
38
Increased
96
Reduced
49
Closed
38
Top Buys
| 1 |
Futu Holdings
FUTU
|
$731K |
| 2 |
Cheniere Energy
LNG
|
$721K |
| 3 |
Ryman Hospitality Properties
RHP
|
$682K |
| 4 |
Arcos Dorados Holdings
ARCO
|
$649K |
| 5 |
Boeing
BA
|
$567K |
Top Sells
| 1 |
Realty Income
O
|
$1.27M |
| 2 |
Charles Schwab
SCHW
|
$1.2M |
| 3 |
Johnson & Johnson
JNJ
|
$887K |
| 4 |
Insulet
PODD
|
$887K |
| 5 |
UnitedHealth
UNH
|
$856K |
Sector Composition
| 1 | Technology | 20.62% |
| 2 | Healthcare | 11.19% |
| 3 | Financials | 10.57% |
| 4 | Consumer Discretionary | 10.31% |
| 5 | Industrials | 7.07% |
