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
$366M
AUM Growth
-$41.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1 +$780K
2 +$742K
3 +$727K
4
AA icon
Alcoa
AA
+$717K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$697K

Top Sells

1 +$1.87M
2 +$1.34M
3 +$1.11M
4
AAPL icon
Apple
AAPL
+$1.1M
5
SIVB
SVB Financial Group
SIVB
+$910K

Sector Composition

1 Technology 20.34%
2 Healthcare 10.68%
3 Financials 9.39%
4 Consumer Discretionary 8.92%
5 Industrials 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$248K 0.07%
4,025
-125
202
$246K 0.07%
500
203
$244K 0.07%
6,712
204
$241K 0.07%
2,250
-131
205
$235K 0.06%
3,080
206
$233K 0.06%
7,175
-275
207
$231K 0.06%
6,600
208
$226K 0.06%
2,500
209
$223K 0.06%
3,020
210
$222K 0.06%
3,858
211
$220K 0.06%
+2,466
212
$219K 0.06%
2,310
-2,029
213
$218K 0.06%
+1,560
214
$217K 0.06%
4,628
215
$216K 0.06%
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216
$216K 0.06%
2,650
217
$214K 0.06%
1,509
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218
$213K 0.06%
4,230
-90
219
$212K 0.06%
+7,050
220
$133K 0.04%
11,538
221
$95K 0.03%
12,000
222
$84K 0.02%
3,818
223
-11,150
224
-1,342
225
-3,125