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
926
$3K ﹤0.01%
+33
927
$3K ﹤0.01%
200
928
$3K ﹤0.01%
+41
929
$3K ﹤0.01%
130
930
$3K ﹤0.01%
91
-119
931
$3K ﹤0.01%
375
932
$3K ﹤0.01%
+28
933
$3K ﹤0.01%
+61
934
$3K ﹤0.01%
62
935
$3K ﹤0.01%
40
936
$3K ﹤0.01%
226
+198
937
$3K ﹤0.01%
+22
938
$3K ﹤0.01%
+100
939
$3K ﹤0.01%
58
940
$3K ﹤0.01%
69
941
$3K ﹤0.01%
200
942
$3K ﹤0.01%
57
943
$3K ﹤0.01%
56
944
$3K ﹤0.01%
222
-336
945
$3K ﹤0.01%
300
+100
946
$3K ﹤0.01%
+74
947
$3K ﹤0.01%
+179
948
$3K ﹤0.01%
240
949
$3K ﹤0.01%
655
950
$3K ﹤0.01%
850
36 37
38
39 40