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HIA

Harbor Investment Advisory Portfolio holdings

AUM $1.27B
1-Year Est. Return 25.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$958M
AUM Growth
+$1.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,479
New
Increased
Reduced
Closed

Top Buys

1
+$1.65M
2
+$1.47M
3
+$1.04M
4
HELO icon
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
+$1.03M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$897K

Top Sells

1
+$17.6M
2
+$2.51M
3
+$1.54M
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$1.5M
5
GNR icon
State Street SPDR S&P Global Natural Resources ETF
GNR
+$750K

Sector Composition

1 Consumer Discretionary 22.37%
2 Technology 17.57%
3 Financials 9.86%
4 Healthcare 8.29%
5 Communication Services 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$147K 0.02%
22,300
377
$146K 0.02%
2,480
-380
378
$144K 0.02%
648
+1
379
$143K 0.02%
1,137
-9
380
$142K 0.01%
1,800
-184
381
$140K 0.01%
1,013
+28
382
$140K 0.01%
137
-4
383
$140K 0.01%
1,015
384
$139K 0.01%
2,191
+1,049
385
$139K 0.01%
1,685
386
$138K 0.01%
2,735
-4
387
$137K 0.01%
942
-116
388
$137K 0.01%
3,629
+633
389
$136K 0.01%
920
-966
390
$135K 0.01%
1,719
+4
391
$134K 0.01%
3,135
392
$134K 0.01%
2,100
393
$132K 0.01%
996
-195
394
$131K 0.01%
2,680
395
$130K 0.01%
3,116
+51
396
$129K 0.01%
2,616
-139
397
$129K 0.01%
1,044
-19
398
$127K 0.01%
3,773
+19
399
$127K 0.01%
1,769
+69
400
$124K 0.01%
1,313
14 15
16
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