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
$1.21B
AUM Growth
+$86.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,217
New
Increased
Reduced
Closed

Top Buys

1
+$4M
2
+$2.2M
3
+$1.92M
4
GDXJ icon
VanEck Junior Gold Miners ETF
GDXJ
+$1.75M
5
AVDE icon
Avantis International Equity ETF
AVDE
+$1.23M

Top Sells

1
+$3.38M
2
+$2.11M
3
+$1.39M
4
NOW icon
ServiceNow
NOW
+$1.35M
5
ORCL icon
Oracle
ORCL
+$1.14M

Sector Composition

1 Consumer Discretionary 19.74%
2 Technology 17.38%
3 Financials 11.32%
4 Communication Services 6.77%
5 Healthcare 4.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$6.93K ﹤0.01%
108
952
$6.92K ﹤0.01%
150
953
$6.87K ﹤0.01%
52
954
$6.82K ﹤0.01%
300
955
$6.81K ﹤0.01%
12
+6
956
$6.77K ﹤0.01%
593
957
$6.69K ﹤0.01%
291
958
$6.67K ﹤0.01%
7
959
$6.62K ﹤0.01%
199
960
$6.62K ﹤0.01%
243
961
$6.57K ﹤0.01%
66
-286
962
$6.56K ﹤0.01%
100
963
$6.56K ﹤0.01%
38
-2,279
964
$6.55K ﹤0.01%
756
965
$6.55K ﹤0.01%
225
966
$6.52K ﹤0.01%
402
-112
967
$6.5K ﹤0.01%
166
968
$6.5K ﹤0.01%
80
969
$6.34K ﹤0.01%
45
+26
970
$6.3K ﹤0.01%
114
971
$6.21K ﹤0.01%
+142
972
$6.2K ﹤0.01%
57
+9
973
$6.2K ﹤0.01%
100
974
$6.18K ﹤0.01%
66
975
$6.15K ﹤0.01%
+75
37 38
39
40 41