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
$247M
AUM Growth
+$50M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$550K
3
+$540K
4
SHOP icon
Shopify
SHOP
+$525K
5
OTIS icon
Otis Worldwide
OTIS
+$508K

Top Sells

1
+$676K
2
+$566K
3
+$501K
4
ZTS icon
Zoetis
ZTS
+$452K
5
COHR icon
Coherent
COHR
+$429K

Sector Composition

1 Technology 21.68%
2 Healthcare 11.2%
3 Consumer Discretionary 9.63%
4 Financials 8.04%
5 Communication Services 7.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-23,685
202
– –
-8,725
203
– –
-4,430
204
– –
-13,150
205
– –
-26,212
206
– –
-4,245
207
– –
-1,800
5 6 7 8
9