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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
$790M
AUM Growth
+$52.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,407
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$1M
3
+$886K
4
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$675K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$666K

Top Sells

1
+$998K
2
+$988K
3
+$948K
4
AAPL icon
Apple
AAPL
+$925K
5
SLQT icon
SelectQuote
SLQT
+$709K

Sector Composition

1 Technology 21.08%
2 Consumer Discretionary 12.53%
3 Financials 11.62%
4 Healthcare 10.22%
5 Communication Services 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$32K ﹤0.01%
92
+36
852
$32K ﹤0.01%
441
853
$32K ﹤0.01%
1,250
854
$31K ﹤0.01%
1,200
855
$31K ﹤0.01%
1,149
856
$31K ﹤0.01%
193
+11
857
$31K ﹤0.01%
691
858
$31K ﹤0.01%
1,722
859
$30K ﹤0.01%
924
860
$30K ﹤0.01%
344
+12
861
$30K ﹤0.01%
80
+34
862
$30K ﹤0.01%
235
863
$30K ﹤0.01%
1,000
864
$30K ﹤0.01%
528
865
$30K ﹤0.01%
176
-321
866
$30K ﹤0.01%
2,154
867
$30K ﹤0.01%
3,160
868
$29K ﹤0.01%
613
869
$29K ﹤0.01%
578
+22
870
$29K ﹤0.01%
555
871
$29K ﹤0.01%
1,200
872
$29K ﹤0.01%
435
-424
873
$29K ﹤0.01%
1,532
874
$29K ﹤0.01%
3,050
-13,167
875
$28K ﹤0.01%
460
33 34
35
36 37