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
801
$23K ﹤0.01%
1,116
802
$23K ﹤0.01%
175
803
$23K ﹤0.01%
701
+76
804
$23K ﹤0.01%
650
805
$23K ﹤0.01%
883
+263
806
$22K ﹤0.01%
195
807
$22K ﹤0.01%
536
808
$22K ﹤0.01%
420
809
$22K ﹤0.01%
+595
810
$22K ﹤0.01%
1,000
811
$22K ﹤0.01%
391
+115
812
$22K ﹤0.01%
+752
813
$22K ﹤0.01%
567
+330
814
$22K ﹤0.01%
374
815
$21K ﹤0.01%
613
+184
816
$21K ﹤0.01%
118
817
$21K ﹤0.01%
505
+5
818
$21K ﹤0.01%
691
+216
819
$20K ﹤0.01%
250
820
$20K ﹤0.01%
826
+509
821
$20K ﹤0.01%
116
+109
822
$20K ﹤0.01%
402
+362
823
$20K ﹤0.01%
468
824
$20K ﹤0.01%
93
825
$20K ﹤0.01%
+77
31 32
33
34 35