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
$624M
AUM Growth
+$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,280
New
Increased
Reduced
Closed

Top Buys

1
+$7M
2
+$1.36M
3
+$1.16M
4
MSFT icon
Microsoft
MSFT
+$1.09M
5
TDOC icon
Teladoc Health
TDOC
+$1.06M

Top Sells

1
+$1.28M
2
+$792K
3
+$707K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$700K
5
ZM icon
Zoom
ZM
+$651K

Sector Composition

1 Technology 20.83%
2 Consumer Discretionary 13.33%
3 Financials 11.93%
4 Healthcare 9.94%
5 Communication Services 9.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$26K ﹤0.01%
222
777
$25K ﹤0.01%
1,200
-200
778
$25K ﹤0.01%
+1,137
779
$25K ﹤0.01%
+2,000
780
$25K ﹤0.01%
485
781
$25K ﹤0.01%
100
782
$25K ﹤0.01%
2,934
+881
783
$24K ﹤0.01%
+1,000
784
$24K ﹤0.01%
2,110
+652
785
$24K ﹤0.01%
1,618
786
$24K ﹤0.01%
578
+147
787
$24K ﹤0.01%
500
788
$24K ﹤0.01%
+5,200
789
$24K ﹤0.01%
446
790
$24K ﹤0.01%
+599
791
$24K ﹤0.01%
661
+189
792
$24K ﹤0.01%
+300
793
$24K ﹤0.01%
575
+292
794
$23K ﹤0.01%
+119
795
$23K ﹤0.01%
+407
796
$23K ﹤0.01%
+2,032
797
$23K ﹤0.01%
1,303
+366
798
$23K ﹤0.01%
340
799
$23K ﹤0.01%
260
800
$23K ﹤0.01%
2,649
-28
30 31
32
33 34