HIA

Harbor Investment Advisory Portfolio holdings

AUM $1.33B
1-Year Est. Return 21.28%
This Quarter Est. Return
1 Year Est. Return
+21.28%
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
701
$58K 0.01%
849
+357
702
$57K 0.01%
1,437
+31
703
$57K 0.01%
1,754
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704
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705
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859
706
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707
$56K 0.01%
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708
$56K 0.01%
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709
$56K 0.01%
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710
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+1,061
711
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712
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713
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646
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715
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716
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717
$55K 0.01%
14,025
718
$55K 0.01%
350
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371
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721
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$55K 0.01%
2,586
723
$54K 0.01%
927
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$54K 0.01%
601
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725
$54K 0.01%
610
27 28
29
30 31