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
$624M
AUM Growth
+$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,280
New
Increased
Reduced
Closed

Top Buys

1
+$6.86M
2
+$1.52M
3
+$1.16M
4
TDOC icon
Teladoc Health
TDOC
+$1.08M
5
MSFT icon
Microsoft
MSFT
+$1.06M

Top Sells

1
+$1.18M
2
+$870K
3
+$748K
4
MRK icon
Merck
MRK
+$693K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$664K

Sector Composition

1 Technology 20.83%
2 Consumer Discretionary 13.33%
3 Financials 11.93%
4 Healthcare 9.94%
5 Communication Services 9.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$10K ﹤0.01%
208
+58
927
$9K ﹤0.01%
60
928
$9K ﹤0.01%
340
929
$9K ﹤0.01%
116
930
$9K ﹤0.01%
126
-120
931
$9K ﹤0.01%
400
-350
932
$9K ﹤0.01%
243
-257
933
$9K ﹤0.01%
553
934
$9K ﹤0.01%
255
935
$9K ﹤0.01%
266
+84
936
$9K ﹤0.01%
+175
937
$9K ﹤0.01%
727
-288
938
$9K ﹤0.01%
131
939
$9K ﹤0.01%
+311
940
$9K ﹤0.01%
+279
941
$9K ﹤0.01%
106
-15
942
$9K ﹤0.01%
200
943
$9K ﹤0.01%
50
944
$9K ﹤0.01%
53
945
$9K ﹤0.01%
39
946
$8K ﹤0.01%
151
947
$8K ﹤0.01%
349
+15
948
$8K ﹤0.01%
+345
949
$8K ﹤0.01%
300
-16,615
950
$8K ﹤0.01%
82
+80
36 37
38
39 40