We are live on ! Find out more
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
$469M
AUM Growth
+$98.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,255
New
Increased
Reduced
Closed

Top Buys

1
+$1.56M
2
+$1.33M
3
+$1.11M
4
META icon
Meta Platforms (Facebook)
META
+$1M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$949K

Top Sells

1
+$905K
2
+$652K
3
+$382K
4
DLTR icon
Dollar Tree
DLTR
+$378K
5
XYZ
Block Inc
XYZ
+$367K

Sector Composition

1 Technology 20.87%
2 Financials 12.68%
3 Consumer Discretionary 12.45%
4 Healthcare 9.99%
5 Communication Services 9.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$4K ﹤0.01%
150
902
$4K ﹤0.01%
314
+189
903
$4K ﹤0.01%
136
904
$4K ﹤0.01%
26
+8
905
$4K ﹤0.01%
14
-68
906
$4K ﹤0.01%
26
907
$4K ﹤0.01%
113
908
$4K ﹤0.01%
+47
909
$4K ﹤0.01%
228
+6
910
$3K ﹤0.01%
27
911
$3K ﹤0.01%
35
912
$3K ﹤0.01%
100
913
$3K ﹤0.01%
183
-57
914
$3K ﹤0.01%
+50
915
$3K ﹤0.01%
24
916
$3K ﹤0.01%
26
-46
917
$3K ﹤0.01%
+90
918
$3K ﹤0.01%
73
919
$3K ﹤0.01%
150
920
$3K ﹤0.01%
23
921
$3K ﹤0.01%
127
922
$3K ﹤0.01%
+274
923
$3K ﹤0.01%
+185
924
$3K ﹤0.01%
+195
925
$3K ﹤0.01%
+18
35 36
37
38 39