HCA

Harbour Capital Advisors Portfolio holdings

AUM $491M
1-Year Est. Return 37.22%
This Quarter Est. Return
1 Year Est. Return
+37.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$236M
AUM Growth
+$3.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$608K
2
+$589K
3
+$570K
4
SHW icon
Sherwin-Williams
SHW
+$490K
5
USFR
WisdomTree Bloomberg Floating Rate Treasury Fund
USFR
+$443K

Top Sells

1
+$1.19M
2
+$811K
3
+$702K
4
XYZ
Block Inc
XYZ
+$569K
5
BIIB icon
Biogen
BIIB
+$542K

Sector Composition

1 Technology 16.43%
2 Healthcare 10.39%
3 Financials 9.61%
4 Consumer Discretionary 8.49%
5 Industrials 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$254K 0.11%
1,965
+15
177
$251K 0.11%
3,410
178
$250K 0.11%
41,500
179
$247K 0.1%
6,575
180
$243K 0.1%
+4,260
181
$243K 0.1%
7,125
182
$242K 0.1%
2,023
-218
183
$239K 0.1%
+6,700
184
$237K 0.1%
10,000
185
$230K 0.1%
4,000
186
$228K 0.1%
+2,525
187
$226K 0.1%
+3,700
188
$226K 0.1%
2,558
-80
189
$225K 0.1%
1,170
190
$224K 0.09%
5,450
-500
191
$220K 0.09%
13,900
192
$219K 0.09%
13,550
193
$218K 0.09%
3,400
194
$213K 0.09%
+962
195
$209K 0.09%
+31,965
196
$205K 0.09%
3,896
-200
197
$203K 0.09%
2,000
198
$202K 0.09%
1,680
-5
199
$197K 0.08%
24,805
+9,665
200
$165K 0.07%
11,650
-2,000
5 6 7
8
9