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
$433M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

1
+$851K
2
+$823K
3
+$815K
4
PLTR icon
Palantir
PLTR
+$770K
5
ZETA icon
Zeta Global
ZETA
+$769K

Top Sells

1
+$5.14M
2
+$3.46M
3
+$1.5M
4
ONON icon
On Holding
ONON
+$1.27M
5
HD icon
Home Depot
HD
+$1.09M

Sector Composition

1 Technology 24.35%
2 Financials 10.68%
3 Healthcare 10.43%
4 Consumer Discretionary 9.24%
5 Industrials 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.1M 3.94%
18,556
-186
2
$15.6M 3.6%
67,985
+11
3
$13.2M 3.05%
31,679
-83
4
$12M 2.77%
157,354
+1,775
5
$11.9M 2.74%
63,840
+160
6
$10.4M 2.39%
48,609
-220
7
$9.3M 2.14%
50,204
+121
8
$7.94M 1.83%
28,655
-1,969
9
$7.72M 1.78%
47,327
+137
10
$7.65M 1.77%
18,389
-2,616
11
$7.22M 1.66%
7,937
-94
12
$7.07M 1.63%
18,637
-75
13
$7.02M 1.62%
11,867
-1,802
14
$6.2M 1.43%
50,767
-570
15
$6.1M 1.41%
28,560
-231
16
$6M 1.38%
31,592
17
$5.73M 1.32%
43,180
+1,010
18
$5.43M 1.25%
8,738
+20
19
$5.35M 1.23%
25,202
-380
20
$5.22M 1.2%
91,110
-1,505
21
$5.07M 1.17%
17,594
-322
22
$4.89M 1.13%
32,687
-20
23
$4.87M 1.12%
28,225
+479
24
$4.64M 1.07%
7,860
+22
25
$4.59M 1.06%
28,358
-1,236
1
2 3 4 5