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
$718M
AUM Growth
+$48.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,386
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$11.6M
3
+$7.4M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.06M
5
AAPL icon
Apple
AAPL
+$3.53M

Top Sells

1
+$6.39M
2
+$1.19M
3
+$1.04M
4
MET icon
MetLife
MET
+$735K
5
FANG icon
Diamondback Energy
FANG
+$715K

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
851
$26.4K ﹤0.01%
90
+28
852
$26.3K ﹤0.01%
147
-6
853
$26.3K ﹤0.01%
1,000
854
$26K ﹤0.01%
2,050
+250
855
$25.8K ﹤0.01%
+500
856
$25.5K ﹤0.01%
356
+10
857
$25.3K ﹤0.01%
1,080
858
$25.3K ﹤0.01%
+574
859
$25.3K ﹤0.01%
882
860
$25.1K ﹤0.01%
310
861
$24.9K ﹤0.01%
589
862
$24.8K ﹤0.01%
1,000
863
$24.7K ﹤0.01%
546
864
$24.5K ﹤0.01%
555
865
$24.4K ﹤0.01%
498
-42
866
$24.3K ﹤0.01%
704
867
$23.7K ﹤0.01%
176
868
$23.7K ﹤0.01%
1,888
+250
869
$23.6K ﹤0.01%
803
870
$23.4K ﹤0.01%
992
871
$23.4K ﹤0.01%
254
872
$23K ﹤0.01%
409
873
$22.9K ﹤0.01%
1,000
-2,193
874
$22.9K ﹤0.01%
500
875
$22.8K ﹤0.01%
1,159
33 34
35
36 37