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
$664M
AUM Growth
+$40.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,350
New
Increased
Reduced
Closed

Top Buys

1
+$1.38M
2
+$1.32M
3
+$1.01M
4
NEM icon
Newmont
NEM
+$897K
5
SIL icon
Global X Silver Miners ETF NEW
SIL
+$891K

Top Sells

1
+$1.97M
2
+$1.55M
3
+$1.24M
4
GNRC icon
Generac Holdings
GNRC
+$1.18M
5
AAPL icon
Apple
AAPL
+$820K

Sector Composition

1 Technology 19.21%
2 Consumer Discretionary 12.76%
3 Financials 12.47%
4 Healthcare 10.05%
5 Communication Services 9.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$51K 0.01%
+3,033
677
$51K 0.01%
296
678
$51K 0.01%
391
679
$51K 0.01%
1,080
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681
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683
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684
$50K 0.01%
131
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685
$50K 0.01%
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687
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1,155
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688
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693
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694
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4,670
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698
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699
$46K 0.01%
898
700
$45K 0.01%
684
+105
26 27
28
29 30