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
601
$75K 0.01%
1,530
-85
602
$75K 0.01%
427
603
$74K 0.01%
+1,044
604
$74K 0.01%
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605
$74K 0.01%
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606
$73K 0.01%
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607
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845
608
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1,050
609
$73K 0.01%
1,006
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610
$73K 0.01%
2,069
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611
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612
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613
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614
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615
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616
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617
$71K 0.01%
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618
$71K 0.01%
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$71K 0.01%
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1,462
623
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624
$70K 0.01%
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625
$70K 0.01%
299
+208
23 24
25
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