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
826
$20K ﹤0.01%
+1,025
827
$20K ﹤0.01%
920
828
$19K ﹤0.01%
518
829
$19K ﹤0.01%
270
+20
830
$19K ﹤0.01%
248
831
$19K ﹤0.01%
350
832
$19K ﹤0.01%
242
+72
833
$19K ﹤0.01%
556
+31
834
$19K ﹤0.01%
143
+42
835
$19K ﹤0.01%
1,000
836
$18K ﹤0.01%
15
+10
837
$18K ﹤0.01%
660
838
$18K ﹤0.01%
340
839
$18K ﹤0.01%
528
840
$18K ﹤0.01%
375
841
$18K ﹤0.01%
288
842
$18K ﹤0.01%
631
843
$18K ﹤0.01%
130
+10
844
$17K ﹤0.01%
346
+110
845
$17K ﹤0.01%
294
-197
846
$17K ﹤0.01%
76
847
$17K ﹤0.01%
400
848
$17K ﹤0.01%
500
849
$16K ﹤0.01%
4,000
850
$16K ﹤0.01%
159
32 33
34
35 36