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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
$469M
AUM Growth
+$98.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,255
New
Increased
Reduced
Closed

Top Buys

1
+$1.56M
2
+$1.33M
3
+$1.11M
4
META icon
Meta Platforms (Facebook)
META
+$1M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$949K

Top Sells

1
+$905K
2
+$652K
3
+$382K
4
DLTR icon
Dollar Tree
DLTR
+$378K
5
XYZ
Block Inc
XYZ
+$367K

Sector Composition

1 Technology 20.87%
2 Financials 12.68%
3 Consumer Discretionary 12.45%
4 Healthcare 9.99%
5 Communication Services 9.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1051
$1K ﹤0.01%
+435
1052
$1K ﹤0.01%
+56
1053
$1K ﹤0.01%
+24
1054
$1K ﹤0.01%
+10
1055
$1K ﹤0.01%
46
1056
$1K ﹤0.01%
+72
1057
$1K ﹤0.01%
+60
1058
$1K ﹤0.01%
+58
1059
$1K ﹤0.01%
+35
1060
$1K ﹤0.01%
+10
1061
$1K ﹤0.01%
+69
1062
$1K ﹤0.01%
20
1063
$1K ﹤0.01%
500
1064
$1K ﹤0.01%
7
-23
1065
$1K ﹤0.01%
+72
1066
$1K ﹤0.01%
12
-238
1067
$1K ﹤0.01%
+12
1068
$1K ﹤0.01%
30
1069
$1K ﹤0.01%
+41
1070
$1K ﹤0.01%
+20
1071
$1K ﹤0.01%
+23
1072
$1K ﹤0.01%
+63
1073
$1K ﹤0.01%
+14
1074
$1K ﹤0.01%
+110
1075
$1K ﹤0.01%
+116
41 42
43
44 45