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
801
$29K ﹤0.01%
2,398
-251
802
$29K ﹤0.01%
+300
803
$29K ﹤0.01%
149
804
$29K ﹤0.01%
555
805
$29K ﹤0.01%
1,149
806
$29K ﹤0.01%
162
-613
807
$29K ﹤0.01%
760
808
$28K ﹤0.01%
578
809
$28K ﹤0.01%
332
+82
810
$28K ﹤0.01%
318
+15
811
$28K ﹤0.01%
340
812
$28K ﹤0.01%
402
813
$28K ﹤0.01%
567
814
$28K ﹤0.01%
222
815
$28K ﹤0.01%
701
816
$28K ﹤0.01%
100
817
$28K ﹤0.01%
1,025
818
$27K ﹤0.01%
375
-158
819
$27K ﹤0.01%
400
820
$27K ﹤0.01%
2,032
821
$27K ﹤0.01%
1,303
822
$27K ﹤0.01%
120
823
$27K ﹤0.01%
+500
824
$27K ﹤0.01%
1,110
+284
825
$27K ﹤0.01%
340
31 32
33
34 35