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
$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
776
$42K 0.01%
279
-7
777
$42K 0.01%
1,891
+444
778
$42K 0.01%
1,095
779
$42K 0.01%
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780
$42K 0.01%
373
781
$42K 0.01%
898
782
$41K 0.01%
550
+300
783
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784
$41K 0.01%
100
785
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156
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786
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788
$40K 0.01%
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789
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$40K 0.01%
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792
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793
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798
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799
$40K 0.01%
568
800
$40K 0.01%
218
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30 31
32
33 34