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
$664M
AUM Growth
+$40.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,350
New
Increased
Reduced
Closed

Top Buys

1
+$1.38M
2
+$1.32M
3
+$1.01M
4
NEM icon
Newmont
NEM
+$897K
5
SIL icon
Global X Silver Miners ETF NEW
SIL
+$891K

Top Sells

1
+$1.97M
2
+$1.55M
3
+$1.24M
4
GNRC icon
Generac Holdings
GNRC
+$1.18M
5
AAPL icon
Apple
AAPL
+$820K

Sector Composition

1 Technology 19.21%
2 Consumer Discretionary 12.76%
3 Financials 12.47%
4 Healthcare 10.05%
5 Communication Services 9.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$12K ﹤0.01%
5,000
952
$12K ﹤0.01%
212
953
$12K ﹤0.01%
+75
954
$12K ﹤0.01%
286
-289
955
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1,000
956
$12K ﹤0.01%
+1,000
957
$11K ﹤0.01%
39
958
$11K ﹤0.01%
340
959
$11K ﹤0.01%
255
960
$11K ﹤0.01%
519
+142
961
$11K ﹤0.01%
270
962
$11K ﹤0.01%
727
963
$11K ﹤0.01%
2,000
+500
964
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109
-1
965
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200
966
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290
967
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414
968
$11K ﹤0.01%
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969
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100
970
$11K ﹤0.01%
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971
$11K ﹤0.01%
197
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972
$11K ﹤0.01%
243
973
$11K ﹤0.01%
209
-173
974
$11K ﹤0.01%
553
975
$11K ﹤0.01%
+1,597
37 38
39
40 41