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
201
$275K 0.11%
3,875
-30
202
$274K 0.11%
861
203
$272K 0.11%
+10,500
204
$270K 0.11%
+30,000
205
$269K 0.11%
3,375
-50
206
$268K 0.11%
+12,500
207
$267K 0.11%
4,112
-766
208
$266K 0.11%
3,130
+55
209
$264K 0.11%
200
210
$264K 0.11%
+6,906
211
$262K 0.11%
200
212
$257K 0.11%
16,536
213
$257K 0.11%
7,275
214
$257K 0.11%
7,200
-400
215
$255K 0.11%
+15,800
216
$253K 0.11%
6,740
+295
217
$249K 0.1%
6,400
218
$248K 0.1%
4,668
219
$247K 0.1%
8,490
220
$247K 0.1%
1,508
-2,140
221
$246K 0.1%
+16,750
222
$245K 0.1%
1,000
223
$242K 0.1%
19,150
224
$238K 0.1%
1,138
-282
225
$237K 0.1%
+6,322
7 8
9
10 11