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
751
$25.2K ﹤0.01%
1,018
752
$25.1K ﹤0.01%
528
753
$25K ﹤0.01%
230
754
$24.9K ﹤0.01%
50
755
$24.9K ﹤0.01%
254
756
$24.7K ﹤0.01%
276
757
$24.7K ﹤0.01%
1,530
758
$24.6K ﹤0.01%
502
-36
759
$24.4K ﹤0.01%
203
+99
760
$24.2K ﹤0.01%
840
761
$24.1K ﹤0.01%
275
-15
762
$24K ﹤0.01%
230
+216
763
$23.8K ﹤0.01%
512
764
$23.4K ﹤0.01%
630
765
$23K ﹤0.01%
514
766
$22.9K ﹤0.01%
214
767
$22.8K ﹤0.01%
418
768
$22.6K ﹤0.01%
82
+16
769
$22.6K ﹤0.01%
106
-200
770
$22.5K ﹤0.01%
308
771
$22.4K ﹤0.01%
240
772
$22.2K ﹤0.01%
5,000
-1,200
773
$22.2K ﹤0.01%
+200
774
$21.7K ﹤0.01%
118
775
$21.2K ﹤0.01%
276
29 30
31
32 33