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

Top Buys

1
+$7M
2
+$1.36M
3
+$1.16M
4
MSFT icon
Microsoft
MSFT
+$1.09M
5
TDOC icon
Teladoc Health
TDOC
+$1.06M

Top Sells

1
+$1.28M
2
+$792K
3
+$707K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$700K
5
ZM icon
Zoom
ZM
+$651K

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
951
$8K ﹤0.01%
111
+2
952
$8K ﹤0.01%
+2,000
953
$8K ﹤0.01%
136
954
$8K ﹤0.01%
500
955
$8K ﹤0.01%
151
956
$8K ﹤0.01%
349
+15
957
$8K ﹤0.01%
+345
958
$8K ﹤0.01%
+244
959
$8K ﹤0.01%
238
960
$8K ﹤0.01%
70
961
$8K ﹤0.01%
600
962
$8K ﹤0.01%
300
-16,615
963
$8K ﹤0.01%
100
964
$7K ﹤0.01%
151
-149
965
$7K ﹤0.01%
59
966
$7K ﹤0.01%
135
+11
967
$7K ﹤0.01%
41
968
$7K ﹤0.01%
500
969
$7K ﹤0.01%
1,000
970
$7K ﹤0.01%
60
971
$7K ﹤0.01%
209
972
$7K ﹤0.01%
343
973
$7K ﹤0.01%
24
974
$7K ﹤0.01%
250
975
$7K ﹤0.01%
274
37 38
39
40 41