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
$331M
AUM Growth
+$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$1.09M
3
+$1.02M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$911K
5
MSFT icon
Microsoft
MSFT
+$891K

Top Sells

1
+$2.18M
2
+$1.85M
3
+$890K
4
LLY icon
Eli Lilly
LLY
+$804K
5
EW icon
Edwards Lifesciences
EW
+$792K

Sector Composition

1 Technology 19.24%
2 Healthcare 11.89%
3 Financials 10.54%
4 Consumer Discretionary 10.14%
5 Industrials 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$296K 0.09%
19,320
+4,075
202
$291K 0.09%
3,500
203
$289K 0.09%
+5,035
204
$284K 0.09%
2,506
+471
205
$280K 0.08%
2,968
+190
206
$279K 0.08%
2,975
207
$277K 0.08%
1,144
-30
208
$274K 0.08%
12,675
+960
209
$271K 0.08%
2,365
-15
210
$270K 0.08%
+24,240
211
$270K 0.08%
+6,874
212
$265K 0.08%
6,722
-544
213
$263K 0.08%
5,040
214
$263K 0.08%
+3,025
215
$262K 0.08%
5,425
+685
216
$261K 0.08%
+4,135
217
$256K 0.08%
+572
218
$254K 0.08%
+4,875
219
$254K 0.08%
2,439
220
$252K 0.08%
2,830
-100
221
$252K 0.08%
6,678
+225
222
$252K 0.08%
14,455
+355
223
$252K 0.08%
6,452
+1,407
224
$249K 0.08%
+11,632
225
$246K 0.07%
9,883
7 8
9
10 11