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
551
$77K 0.01%
410
552
$76.8K 0.01%
4,721
553
$76.7K 0.01%
527
554
$76K 0.01%
758
+191
555
$75.6K 0.01%
1,118
+98
556
$75.2K 0.01%
1,709
557
$74.6K 0.01%
523
+30
558
$74.4K 0.01%
118
559
$74.3K 0.01%
+416
560
$74.1K 0.01%
1,098
561
$73.1K 0.01%
695
562
$72.8K 0.01%
565
563
$72.1K 0.01%
1,515
+28
564
$71.3K 0.01%
854
-1,055
565
$71.1K 0.01%
360
+29
566
$71K 0.01%
1,064
567
$69.8K 0.01%
983
568
$69.8K 0.01%
1,037
-148
569
$69.4K 0.01%
493
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570
$68.9K 0.01%
960
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571
$68.2K 0.01%
105
572
$67.4K 0.01%
970
573
$67.4K 0.01%
481
574
$67.3K 0.01%
970
-305
575
$67.2K 0.01%
2,552
+1,425
21 22
23
24 25