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
151
$426K 0.13%
3,885
+835
152
$423K 0.13%
12,335
+608
153
$421K 0.13%
+16,973
154
$418K 0.13%
13,263
155
$418K 0.13%
1,147
-52
156
$416K 0.13%
+65,100
157
$415K 0.13%
610
+14
158
$410K 0.12%
2,390
159
$406K 0.12%
5,800
-400
160
$405K 0.12%
+18,009
161
$402K 0.12%
8,689
+430
162
$395K 0.12%
+6,290
163
$385K 0.12%
6,250
+130
164
$384K 0.12%
+8,300
165
$383K 0.12%
1,333
166
$380K 0.11%
5,230
-470
167
$378K 0.11%
+15,175
168
$376K 0.11%
+3,353
169
$376K 0.11%
3,903
170
$375K 0.11%
27,371
+3,100
171
$374K 0.11%
10,526
-135
172
$374K 0.11%
+10,460
173
$373K 0.11%
6,467
+512
174
$373K 0.11%
2,005
175
$373K 0.11%
8,550
+4,425
5 6
7
8 9