HIA

Harbor Investment Advisory Portfolio holdings

AUM $1.21B
1-Year Est. Return 19.45%
This Quarter Est. Return
1 Year Est. Return
+19.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$737M
AUM Growth
-$397K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,380
New
Increased
Reduced
Closed

Top Buys

1
+$1.33M
2
+$1.2M
3
+$1.02M
4
AMZN icon
Amazon
AMZN
+$739K
5
NTLA icon
Intellia Therapeutics
NTLA
+$699K

Top Sells

1
+$865K
2
+$859K
3
+$643K
4
IYW icon
iShares US Technology ETF
IYW
+$643K
5
BA icon
Boeing
BA
+$522K

Sector Composition

1 Technology 20.17%
2 Consumer Discretionary 12.85%
3 Financials 12.59%
4 Healthcare 10.32%
5 Communication Services 9.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$92K 0.01%
1,360
+8
552
$92K 0.01%
1,286
553
$92K 0.01%
349
-20
554
$92K 0.01%
448
-104
555
$92K 0.01%
2,173
556
$92K 0.01%
+3,871
557
$91K 0.01%
1,354
-140
558
$90K 0.01%
1,644
+200
559
$90K 0.01%
3,097
560
$89K 0.01%
3,549
561
$88K 0.01%
662
-150
562
$88K 0.01%
1,410
563
$87K 0.01%
1,000
564
$87K 0.01%
1,689
565
$87K 0.01%
3,030
566
$86K 0.01%
218
567
$86K 0.01%
770
568
$86K 0.01%
+614
569
$85K 0.01%
3,742
570
$85K 0.01%
790
+163
571
$85K 0.01%
301
+160
572
$85K 0.01%
2,125
573
$83K 0.01%
700
+550
574
$83K 0.01%
788
575
$83K 0.01%
637
21 22
23
24 25