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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
$737M
AUM Growth
-$397K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,380
New
Increased
Reduced
Closed

Top Buys

1
+$1.33M
2
+$1.3M
3
+$1.05M
4
NTLA icon
Intellia Therapeutics
NTLA
+$789K
5
AMZN icon
Amazon
AMZN
+$776K

Top Sells

1
+$888K
2
+$886K
3
+$729K
4
IYW icon
iShares US Technology ETF
IYW
+$662K
5
FDX icon
FedEx
FDX
+$539K

Sector Composition

1 Technology 20.16%
2 Consumer Discretionary 12.85%
3 Financials 12.6%
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%
466
952
$19K ﹤0.01%
702
953
$19K ﹤0.01%
501
-727
954
$19K ﹤0.01%
375
955
$19K ﹤0.01%
215
-906
956
$19K ﹤0.01%
670
+150
957
$19K ﹤0.01%
430
958
$19K ﹤0.01%
200
-1,200
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%
288
966
$18K ﹤0.01%
500
967
$18K ﹤0.01%
1,000
968
$18K ﹤0.01%
+180
969
$17K ﹤0.01%
213
970
$16K ﹤0.01%
100
971
$16K ﹤0.01%
750
972
$16K ﹤0.01%
1,650
973
$16K ﹤0.01%
188
974
$16K ﹤0.01%
150
975
$16K ﹤0.01%
242
37 38
39
40 41