HCA
Harbour Capital Advisors Portfolio holdings
AUM
$475M
1-Year Return
30.17%
This Quarter Return
+11.04%
1 Year Return
+30.17%
3 Year Return
+109.53%
5 Year Return
+181.16%
10 Year Return
+385.08%
AUM
$113M
AUM Growth
+$21.8M
(+24%)
Cap. Flow
+$15M
Cap. Flow
% of AUM
13.26%
Top 10 Holdings %
Top 10 Hldgs %
22.17%
Holding
218
New
32
Increased
81
Reduced
28
Closed
20
Top Buys
| 1 |
Gogo Inc
GOGO
|
$8.6M |
| 2 |
SWY
SAFEWAY INC
SWY
|
$524K |
| 3 |
Meta Platforms (Facebook)
META
|
$424K |
| 4 |
IBM
IBM
|
$372K |
| 5 |
GPOR
Gulfport Energy Corp.
GPOR
|
$341K |
Top Sells
| 1 |
SBNY
Signature Bank
SBNY
|
$634K |
| 2 |
Applied Materials
AMAT
|
$567K |
| 3 |
SPDR Gold Trust
GLD
|
$462K |
| 4 |
Yum! Brands
YUM
|
$449K |
| 5 |
Toll Brothers
TOL
|
$447K |
Sector Composition
| 1 | Communication Services | 11% |
| 2 | Industrials | 8.68% |
| 3 | Financials | 8.63% |
| 4 | Technology | 8.57% |
| 5 | Healthcare | 7.01% |
