HIA

Harbor Investment Advisory Portfolio holdings

AUM $1.33B
1-Year Est. Return 21.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$718M
AUM Growth
+$48.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,386
New
Increased
Reduced
Closed

Top Buys

1
+$55.7M
2
+$42M
3
+$17M
4
AMZN icon
Amazon
AMZN
+$8.32M
5
NFLX icon
Netflix
NFLX
+$6.15M

Top Sells

1
+$6.43M
2
+$1.19M
3
+$1.04M
4
FANG icon
Diamondback Energy
FANG
+$728K
5
MET icon
MetLife
MET
+$722K

Sector Composition

1 Technology 19.59%
2 Financials 11.42%
3 Consumer Discretionary 10.71%
4 Healthcare 9.92%
5 Communication Services 6.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$29.9K ﹤0.01%
378
-147
827
$29.4K ﹤0.01%
1,168
828
$29.3K ﹤0.01%
143
-28
829
$29.2K ﹤0.01%
1,110
830
$29.1K ﹤0.01%
600
831
$29.1K ﹤0.01%
290
832
$28.7K ﹤0.01%
594
+262
833
$28.7K ﹤0.01%
484
834
$28.6K ﹤0.01%
1,092
835
$28.6K ﹤0.01%
236
836
$28.5K ﹤0.01%
299
-39
837
$28.5K ﹤0.01%
1,000
-350
838
$28.5K ﹤0.01%
518
839
$28K ﹤0.01%
2,132
840
$27.7K ﹤0.01%
657
841
$27.5K ﹤0.01%
350
842
$27.4K ﹤0.01%
2,507
843
$27.3K ﹤0.01%
1,624
844
$27.3K ﹤0.01%
2,240
845
$27.2K ﹤0.01%
701
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846
$27.2K ﹤0.01%
1,149
847
$27.1K ﹤0.01%
1,250
848
$27.1K ﹤0.01%
235
849
$27K ﹤0.01%
530
-610
850
$26.5K ﹤0.01%
134
+7
32 33
34
35 36