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
801
$18.2K ﹤0.01%
+350
802
$17.8K ﹤0.01%
100
803
$17.5K ﹤0.01%
1,000
804
$17.5K ﹤0.01%
133
805
$17.4K ﹤0.01%
1,925
806
$17.3K ﹤0.01%
67
+12
807
$17.1K ﹤0.01%
1,500
808
$17.1K ﹤0.01%
214
-45
809
$17K ﹤0.01%
510
810
$16.4K ﹤0.01%
+234
811
$16.3K ﹤0.01%
1,250
812
$16.3K ﹤0.01%
523
813
$16.3K ﹤0.01%
117
+41
814
$16.3K ﹤0.01%
244
815
$16.2K ﹤0.01%
700
816
$16K ﹤0.01%
200
817
$16K ﹤0.01%
260
+60
818
$16K ﹤0.01%
1,400
-200
819
$15.9K ﹤0.01%
348
820
$15.9K ﹤0.01%
200
-50
821
$15.9K ﹤0.01%
1,315
822
$15.9K ﹤0.01%
742
823
$15.8K ﹤0.01%
164
-1,448
824
$15.7K ﹤0.01%
665
-3,268
825
$15.7K ﹤0.01%
166
31 32
33
34 35