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
$1.21B
AUM Growth
+$86.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,217
New
Increased
Reduced
Closed

Top Buys

1
+$4M
2
+$2.2M
3
+$1.92M
4
GDXJ icon
VanEck Junior Gold Miners ETF
GDXJ
+$1.75M
5
AVDE icon
Avantis International Equity ETF
AVDE
+$1.23M

Top Sells

1
+$3.38M
2
+$2.11M
3
+$1.39M
4
NOW icon
ServiceNow
NOW
+$1.35M
5
ORCL icon
Oracle
ORCL
+$1.14M

Sector Composition

1 Consumer Discretionary 19.74%
2 Technology 17.38%
3 Financials 11.32%
4 Communication Services 6.77%
5 Healthcare 4.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$152K 0.01%
2,280
-500
427
$151K 0.01%
3,624
428
$150K 0.01%
1,678
+1
429
$149K 0.01%
1,659
+47
430
$149K 0.01%
1,628
431
$148K 0.01%
530
-1
432
$147K 0.01%
999
+399
433
$146K 0.01%
782
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434
$146K 0.01%
1,126
-771
435
$143K 0.01%
2,397
-178
436
$141K 0.01%
1,054
-525
437
$139K 0.01%
1,002
438
$138K 0.01%
1,297
-191
439
$137K 0.01%
539
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440
$136K 0.01%
1,652
-111
441
$135K 0.01%
878
442
$135K 0.01%
1,427
-265
443
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3,030
444
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+4,713
445
$134K 0.01%
4,730
446
$134K 0.01%
542
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447
$133K 0.01%
4,761
+601
448
$132K 0.01%
2,437
+241
449
$132K 0.01%
487
+15
450
$132K 0.01%
1,977
16 17
18
19 20