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
$201K
AUM Growth
-$273M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1 +$1K
2 +$566
3 +$322
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$278
5
MSFT icon
Microsoft
MSFT
+$220

Top Sells

1 +$8.9M
2 +$3.6M
3 +$3.49M
4
TMO icon
Thermo Fisher Scientific
TMO
+$3.4M
5
COST icon
Costco
COST
+$3.06M

Sector Composition

1 Technology 22.89%
2 Financials 11.44%
3 Healthcare 9.95%
4 Communication Services 7.96%
5 Industrials 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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$0 ﹤0.01%
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