HCA
Harbour Capital Advisors Portfolio holdings
AUM
$475M
1-Year Return
30.17%
This Quarter Return
+14.21%
1 Year Return
+30.17%
3 Year Return
+109.53%
5 Year Return
+181.16%
10 Year Return
+385.08%
AUM
$226M
AUM Growth
+$25.1M
(+12%)
Cap. Flow
-$1.38M
Cap. Flow
% of AUM
-0.61%
Top 10 Holdings %
Top 10 Hldgs %
20.19%
Holding
219
New
19
Increased
62
Reduced
87
Closed
14
Top Buys
| 1 |
AYX
Alteryx, Inc.
AYX
|
$509K |
| 2 |
XPO
XPO
|
$357K |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
$333K |
| 4 |
Clorox
CLX
|
$311K |
| 5 |
Salesforce
CRM
|
$305K |
Top Sells
| 1 |
HCA Healthcare
HCA
|
$679K |
| 2 |
Chevron
CVX
|
$639K |
| 3 |
Palo Alto Networks
PANW
|
$617K |
| 4 |
Zoetis
ZTS
|
$570K |
| 5 |
Eli Lilly
LLY
|
$532K |
Sector Composition
| 1 | Technology | 15.98% |
| 2 | Healthcare | 11.66% |
| 3 | Financials | 9.51% |
| 4 | Industrials | 8.04% |
| 5 | Consumer Discretionary | 7.46% |
