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
$737M
AUM Growth
-$397K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,380
New
Increased
Reduced
Closed

Top Buys

1
+$1.33M
2
+$1.2M
3
+$1.02M
4
AMZN icon
Amazon
AMZN
+$739K
5
NTLA icon
Intellia Therapeutics
NTLA
+$699K

Top Sells

1
+$865K
2
+$859K
3
+$643K
4
IYW icon
iShares US Technology ETF
IYW
+$643K
5
BA icon
Boeing
BA
+$522K

Sector Composition

1 Technology 20.17%
2 Consumer Discretionary 12.85%
3 Financials 12.59%
4 Healthcare 10.32%
5 Communication Services 9.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$27K ﹤0.01%
1,280
+360
902
$27K ﹤0.01%
332
-210
903
$26K ﹤0.01%
5,000
904
$26K ﹤0.01%
805
+100
905
$26K ﹤0.01%
595
906
$26K ﹤0.01%
176
907
$25K ﹤0.01%
+93
908
$25K ﹤0.01%
400
909
$25K ﹤0.01%
303
-15
910
$25K ﹤0.01%
1,303
911
$25K ﹤0.01%
391
912
$25K ﹤0.01%
528
913
$25K ﹤0.01%
182
+8
914
$24K ﹤0.01%
518
915
$24K ﹤0.01%
420
916
$24K ﹤0.01%
1,000
917
$24K ﹤0.01%
226
918
$23K ﹤0.01%
500
+200
919
$23K ﹤0.01%
320
920
$23K ﹤0.01%
310
-20
921
$23K ﹤0.01%
+164
922
$23K ﹤0.01%
520
923
$22K ﹤0.01%
1,081
924
$22K ﹤0.01%
1,492
925
$22K ﹤0.01%
347
35 36
37
38 39