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
$241M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$964K
2
+$746K
3
+$691K
4
FRC
First Republic Bank
FRC
+$639K
5
CB icon
Chubb
CB
+$603K

Top Sells

1
+$1.13M
2
+$797K
3
+$771K
4
MCHP icon
Microchip Technology
MCHP
+$736K
5
WFC icon
Wells Fargo
WFC
+$675K

Sector Composition

1 Technology 12.98%
2 Financials 10.9%
3 Healthcare 10.66%
4 Industrials 8.58%
5 Energy 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$330K 0.14%
4,440
-500
177
$324K 0.13%
+7,226
178
$323K 0.13%
6,560
-2,810
179
$313K 0.13%
1,588
+199
180
$309K 0.13%
1,779
-5
181
$307K 0.13%
+1,750
182
$305K 0.13%
+10,500
183
$303K 0.13%
11,940
-500
184
$302K 0.13%
+10,000
185
$300K 0.12%
+2,675
186
$298K 0.12%
1,975
-75
187
$296K 0.12%
1,900
188
$296K 0.12%
+9,100
189
$295K 0.12%
+5,627
190
$294K 0.12%
+3,200
191
$293K 0.12%
1,640
-75
192
$290K 0.12%
3,500
193
$290K 0.12%
5,800
194
$285K 0.12%
5,400
195
$283K 0.12%
+16,750
196
$283K 0.12%
6,400
197
$281K 0.12%
4,300
-300
198
$280K 0.12%
+2,618
199
$280K 0.12%
+4,750
200
$278K 0.12%
1,575
6 7
8
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