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
776
$21.1K ﹤0.01%
300
777
$21.1K ﹤0.01%
500
778
$21.1K ﹤0.01%
60
779
$21K ﹤0.01%
435
+229
780
$20.7K ﹤0.01%
275
-18
781
$20.6K ﹤0.01%
300
-100
782
$20.3K ﹤0.01%
588
783
$20.2K ﹤0.01%
77
784
$20.1K ﹤0.01%
1,000
785
$20.1K ﹤0.01%
702
786
$19.9K ﹤0.01%
270
787
$19.8K ﹤0.01%
+157
788
$19.7K ﹤0.01%
481
+402
789
$19.3K ﹤0.01%
21
790
$19.3K ﹤0.01%
286
791
$19.3K ﹤0.01%
190
+13
792
$19.1K ﹤0.01%
100
-10
793
$18.7K ﹤0.01%
800
794
$18.6K ﹤0.01%
350
795
$18.5K ﹤0.01%
+138
796
$18.4K ﹤0.01%
1,465
-4,779
797
$18.4K ﹤0.01%
524
-200
798
$18.3K ﹤0.01%
1,000
799
$18.3K ﹤0.01%
1,846
-24
800
$18.2K ﹤0.01%
631
30 31
32
33 34