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
$737M
AUM Growth
-$397K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,380
New
Increased
Reduced
Closed

Top Buys

1
+$1.33M
2
+$1.2M
3
+$1.02M
4
AMZN icon
Amazon
AMZN
+$739K
5
NTLA icon
Intellia Therapeutics
NTLA
+$699K

Top Sells

1
+$865K
2
+$859K
3
+$643K
4
IYW icon
iShares US Technology ETF
IYW
+$643K
5
BA icon
Boeing
BA
+$522K

Sector Composition

1 Technology 20.17%
2 Consumer Discretionary 12.85%
3 Financials 12.59%
4 Healthcare 10.32%
5 Communication Services 9.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$36K ﹤0.01%
676
+150
827
$36K ﹤0.01%
1,500
828
$36K ﹤0.01%
70
-20
829
$35K ﹤0.01%
1,036
-63
830
$35K ﹤0.01%
1,250
831
$34K ﹤0.01%
3,000
832
$34K ﹤0.01%
+412
833
$34K ﹤0.01%
1,158
834
$34K ﹤0.01%
1,043
835
$34K ﹤0.01%
+698
836
$34K ﹤0.01%
460
837
$34K ﹤0.01%
1,250
838
$34K ﹤0.01%
2,392
839
$34K ﹤0.01%
258
840
$34K ﹤0.01%
464
-871
841
$34K ﹤0.01%
1,200
842
$34K ﹤0.01%
900
843
$34K ﹤0.01%
686
844
$34K ﹤0.01%
1,092
845
$33K ﹤0.01%
1,013
+538
846
$33K ﹤0.01%
425
847
$33K ﹤0.01%
300
+266
848
$33K ﹤0.01%
650
849
$32K ﹤0.01%
2,000
850
$32K ﹤0.01%
624
+130
32 33
34
35 36