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
151
$278K 0.11%
+4,200
152
$267K 0.11%
1,850
153
$266K 0.11%
5,160
-2,415
154
$264K 0.11%
5,260
-315
155
$262K 0.11%
+4,650
156
$259K 0.1%
2,850
-400
157
$255K 0.1%
3,310
+260
158
$252K 0.1%
2,488
-50
159
$251K 0.1%
2,535
-65
160
$246K 0.1%
+3,776
161
$241K 0.1%
1,371
+23
162
$237K 0.1%
1,310
-125
163
$237K 0.1%
5,200
-250
164
$234K 0.09%
+688
165
$234K 0.09%
2,845
166
$234K 0.09%
7,457
-451
167
$232K 0.09%
19,150
-5,000
168
$230K 0.09%
6,950
169
$225K 0.09%
3,140
-500
170
$211K 0.09%
+1,266
171
$209K 0.08%
1,949
+35
172
$203K 0.08%
+720
173
$203K 0.08%
9,500
-500
174
$198K 0.08%
20,058
-15,890
175
$183K 0.07%
17,522
-1,437
5 6
7
8 9