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
$226M
AUM Growth
+$25.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$509K
2
+$357K
3
+$333K
4
CLX icon
Clorox
CLX
+$311K
5
CRM icon
Salesforce
CRM
+$305K

Top Sells

1
+$679K
2
+$639K
3
+$617K
4
ZTS icon
Zoetis
ZTS
+$570K
5
LLY icon
Eli Lilly
LLY
+$532K

Sector Composition

1 Technology 15.98%
2 Healthcare 11.66%
3 Financials 9.51%
4 Industrials 8.04%
5 Consumer Discretionary 7.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$353K 0.16%
2,582
152
$342K 0.15%
14,457
-958
153
$341K 0.15%
3,160
154
$321K 0.14%
9,200
+1,450
155
$320K 0.14%
1,125
+27
156
$316K 0.14%
6,296
157
$313K 0.14%
6,200
158
$311K 0.14%
+1,940
159
$311K 0.14%
7,707
-1,815
160
$310K 0.14%
2,776
-27
161
$309K 0.14%
3,040
-190
162
$308K 0.14%
1,749
-495
163
$304K 0.13%
3,500
164
$302K 0.13%
+15,250
165
$292K 0.13%
+3,300
166
$291K 0.13%
7,050
167
$290K 0.13%
+2,400
168
$284K 0.13%
1,494
-35
169
$278K 0.12%
5,075
-225
170
$275K 0.12%
2,040
-470
171
$271K 0.12%
5,000
-500
172
$265K 0.12%
15,950
173
$264K 0.12%
3,425
-250
174
$263K 0.12%
1,310
175
$263K 0.12%
1,850
5 6
7
8 9