HA

Harbor Advisors Portfolio holdings

AUM $611M
1-Year Est. Return 16.12%
This Quarter Est. Return
1 Year Est. Return
+16.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$544M
AUM Growth
+$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$861K
2
+$798K
3
+$542K
4
AVGO icon
Broadcom
AVGO
+$464K
5
AMD icon
Advanced Micro Devices
AMD
+$361K

Top Sells

1
+$7.61M
2
+$3.4M
3
+$1.95M
4
KRE icon
SPDR S&P Regional Banking ETF
KRE
+$1.05M
5
IBKR icon
Interactive Brokers
IBKR
+$486K

Sector Composition

1 Real Estate 39.41%
2 Financials 16.53%
3 Technology 13.27%
4 Communication Services 8.51%
5 Consumer Discretionary 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$56.7K 0.01%
21,081
177
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178
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179
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180
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181
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182
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-20,000
183
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184
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-10,000
185
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-1,043
4 5 6 7
8