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
951
$19K ﹤0.01%
670
+150
952
$19K ﹤0.01%
200
-1,200
953
$19K ﹤0.01%
68
+29
954
$19K ﹤0.01%
792
955
$19K ﹤0.01%
166
956
$19K ﹤0.01%
209
957
$19K ﹤0.01%
466
958
$19K ﹤0.01%
430
959
$18K ﹤0.01%
519
960
$18K ﹤0.01%
251
961
$18K ﹤0.01%
195
962
$18K ﹤0.01%
341
-1,229
963
$18K ﹤0.01%
200
964
$18K ﹤0.01%
908
965
$18K ﹤0.01%
+180
966
$18K ﹤0.01%
288
967
$18K ﹤0.01%
500
968
$18K ﹤0.01%
1,000
969
$17K ﹤0.01%
213
970
$16K ﹤0.01%
266
971
$16K ﹤0.01%
+233
972
$16K ﹤0.01%
77
973
$16K ﹤0.01%
750
974
$16K ﹤0.01%
1,650
975
$16K ﹤0.01%
100
37 38
39
40 41