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
851
$16K ﹤0.01%
188
+108
852
$16K ﹤0.01%
168
853
$16K ﹤0.01%
+908
854
$16K ﹤0.01%
705
855
$16K ﹤0.01%
520
856
$16K ﹤0.01%
555
857
$16K ﹤0.01%
382
-36
858
$16K ﹤0.01%
48
-1,952
859
$15K ﹤0.01%
252
860
$15K ﹤0.01%
+370
861
$15K ﹤0.01%
150
862
$15K ﹤0.01%
155
863
$15K ﹤0.01%
702
864
$15K ﹤0.01%
925
+600
865
$15K ﹤0.01%
266
866
$15K ﹤0.01%
1,856
-674
867
$15K ﹤0.01%
430
868
$14K ﹤0.01%
792
+207
869
$14K ﹤0.01%
1,650
870
$14K ﹤0.01%
219
+25
871
$14K ﹤0.01%
784
-699
872
$14K ﹤0.01%
+290
873
$14K ﹤0.01%
200
874
$14K ﹤0.01%
276
875
$14K ﹤0.01%
+375
33 34
35
36 37