HIA

Harbor Investment Advisory Portfolio holdings

AUM $1.33B
1-Year Est. Return 21.28%
This Quarter Est. Return
1 Year Est. Return
+21.28%
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
1126
$6K ﹤0.01%
15
+5
1127
$6K ﹤0.01%
168
1128
$6K ﹤0.01%
+200
1129
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34
1130
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54
1131
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+800
1132
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90
1133
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35
1134
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1135
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-40
1136
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1137
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1138
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30
1139
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1,000
1140
$5K ﹤0.01%
+289
1141
$5K ﹤0.01%
+70
1142
$5K ﹤0.01%
+72
1143
$5K ﹤0.01%
32
-298
1144
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+15
1145
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139
1146
$5K ﹤0.01%
175
+159
1147
$5K ﹤0.01%
+26
1148
$5K ﹤0.01%
36
1149
$5K ﹤0.01%
242
1150
$5K ﹤0.01%
245
44 45
46
47 48