HIA

Harbor Investment Advisory Portfolio holdings

AUM $1.33B
1-Year Est. Return 21.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$718M
AUM Growth
+$48.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,386
New
Increased
Reduced
Closed

Top Buys

1 +$55.7M
2 +$42M
3 +$17M
4
AMZN icon
Amazon
AMZN
+$8.32M
5
NFLX icon
Netflix
NFLX
+$6.15M

Top Sells

1 +$6.43M
2 +$1.19M
3 +$1.04M
4
FANG icon
Diamondback Energy
FANG
+$728K
5
MET icon
MetLife
MET
+$722K

Sector Composition

1 Technology 19.59%
2 Financials 11.42%
3 Consumer Discretionary 10.71%
4 Healthcare 9.92%
5 Communication Services 6.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
776
$38.4K 0.01%
4,951
777
$38.3K 0.01%
872
778
$38.2K 0.01%
+455
779
$38K 0.01%
825
780
$37.7K 0.01%
1,394
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781
$37.5K 0.01%
1,466
782
$37.3K 0.01%
596
783
$37.2K 0.01%
6,220
784
$37.2K 0.01%
900
785
$37K 0.01%
900
786
$36.9K 0.01%
2,649
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787
$36.8K 0.01%
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788
$36.7K 0.01%
314
789
$36.7K 0.01%
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$36.2K 0.01%
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791
$36K 0.01%
883
792
$35.9K 0.01%
701
793
$35.5K ﹤0.01%
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$35K ﹤0.01%
895
795
$34.9K ﹤0.01%
2,174
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$34.9K ﹤0.01%
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$34.8K ﹤0.01%
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798
$34.4K ﹤0.01%
300
799
$34.2K ﹤0.01%
1,000
800
$34.2K ﹤0.01%
93