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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
$433M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,043
New
Increased
Reduced
Closed

Top Buys

1
+$26.4M
2
+$19.9M
3
+$14.2M
4
MSFT icon
Microsoft
MSFT
+$11.6M
5
MA icon
Mastercard
MA
+$9.59M

Top Sells

No sells this quarter

Sector Composition

1 Technology 16.75%
2 Financials 14.61%
3 Consumer Discretionary 10.75%
4 Communication Services 9.99%
5 Healthcare 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$10K ﹤0.01%
+195
627
$10K ﹤0.01%
+933
628
$10K ﹤0.01%
+150
629
$10K ﹤0.01%
+210
630
$10K ﹤0.01%
+225
631
$10K ﹤0.01%
+169
632
$10K ﹤0.01%
+555
633
$10K ﹤0.01%
+68
634
$10K ﹤0.01%
+1,090
635
$10K ﹤0.01%
+60
636
$10K ﹤0.01%
+175
637
$10K ﹤0.01%
+1,002
638
$10K ﹤0.01%
+750
639
$9K ﹤0.01%
+400
640
$9K ﹤0.01%
+200
641
$9K ﹤0.01%
+82
642
$9K ﹤0.01%
+255
643
$9K ﹤0.01%
+80
644
$9K ﹤0.01%
+240
645
$9K ﹤0.01%
+113
646
$9K ﹤0.01%
+120
647
$9K ﹤0.01%
+43
648
$9K ﹤0.01%
+350
649
$9K ﹤0.01%
+147
650
$8K ﹤0.01%
+400
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