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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
1101
$1K ﹤0.01%
100
1102
$1K ﹤0.01%
+5
1103
$1K ﹤0.01%
+27
1104
$1K ﹤0.01%
77
-50
1105
$1K ﹤0.01%
+201
1106
$1K ﹤0.01%
7
-4
1107
$1K ﹤0.01%
+10
1108
$1K ﹤0.01%
+67
1109
$1K ﹤0.01%
9
1110
$1K ﹤0.01%
+29
1111
$1K ﹤0.01%
+6
1112
$1K ﹤0.01%
12
1113
$1K ﹤0.01%
+74
1114
$1K ﹤0.01%
+21
1115
$1K ﹤0.01%
+60
1116
$1K ﹤0.01%
+16
1117
$1K ﹤0.01%
+34
1118
$1K ﹤0.01%
+5
1119
$1K ﹤0.01%
+468
1120
$1K ﹤0.01%
+6
1121
$1K ﹤0.01%
26
1122
$1K ﹤0.01%
200
1123
$1K ﹤0.01%
34
1124
$1K ﹤0.01%
+42
1125
$1K ﹤0.01%
+10
43 44
45
46 47