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
$664M
AUM Growth
+$40.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,350
New
Increased
Reduced
Closed

Top Buys

1
+$1.38M
2
+$1.32M
3
+$1.01M
4
NEM icon
Newmont
NEM
+$897K
5
SIL icon
Global X Silver Miners ETF NEW
SIL
+$891K

Top Sells

1
+$1.97M
2
+$1.55M
3
+$1.24M
4
GNRC icon
Generac Holdings
GNRC
+$1.18M
5
AAPL icon
Apple
AAPL
+$820K

Sector Composition

1 Technology 19.21%
2 Consumer Discretionary 12.76%
3 Financials 12.47%
4 Healthcare 10.05%
5 Communication Services 9.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$20K ﹤0.01%
752
877
$20K ﹤0.01%
122
-8
878
$20K ﹤0.01%
1,000
879
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315
-59
880
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920
881
$19K ﹤0.01%
4,000
882
$19K ﹤0.01%
242
883
$19K ﹤0.01%
702
884
$19K ﹤0.01%
288
885
$19K ﹤0.01%
925
886
$19K ﹤0.01%
631
887
$18K ﹤0.01%
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888
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392
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889
$18K ﹤0.01%
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890
$18K ﹤0.01%
528
891
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500
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895
$17K ﹤0.01%
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896
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897
$17K ﹤0.01%
500
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898
$17K ﹤0.01%
77
899
$17K ﹤0.01%
500
900
$17K ﹤0.01%
430
34 35
36
37 38