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
776
$33K 0.01%
1,280
+950
777
$33K 0.01%
2,934
778
$32K ﹤0.01%
1,180
779
$32K ﹤0.01%
248
-258
780
$32K ﹤0.01%
455
781
$32K ﹤0.01%
630
782
$32K ﹤0.01%
699
+37
783
$32K ﹤0.01%
1,722
-251
784
$32K ﹤0.01%
1,800
785
$32K ﹤0.01%
650
786
$31K ﹤0.01%
691
787
$31K ﹤0.01%
3,000
788
$31K ﹤0.01%
950
789
$31K ﹤0.01%
235
790
$31K ﹤0.01%
141
791
$31K ﹤0.01%
900
792
$30K ﹤0.01%
1,200
793
$30K ﹤0.01%
518
794
$30K ﹤0.01%
314
795
$30K ﹤0.01%
593
-213
796
$30K ﹤0.01%
+226
797
$30K ﹤0.01%
441
+233
798
$29K ﹤0.01%
505
799
$29K ﹤0.01%
+1,250
800
$29K ﹤0.01%
+100
30 31
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