HIA

Harbor Investment Advisory Portfolio holdings

AUM $1.33B
1-Year Est. Return 21.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$718M
AUM Growth
+$48.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,386
New
Increased
Reduced
Closed

Top Buys

1
+$55.7M
2
+$42M
3
+$17M
4
AMZN icon
Amazon
AMZN
+$8.32M
5
NFLX icon
Netflix
NFLX
+$6.15M

Top Sells

1
+$6.43M
2
+$1.19M
3
+$1.04M
4
FANG icon
Diamondback Energy
FANG
+$728K
5
MET icon
MetLife
MET
+$722K

Sector Composition

1 Technology 19.59%
2 Financials 11.42%
3 Consumer Discretionary 10.71%
4 Healthcare 9.92%
5 Communication Services 6.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1126
$5.04K ﹤0.01%
66
1127
$5.01K ﹤0.01%
100
1128
$5K ﹤0.01%
66
1129
$4.97K ﹤0.01%
13
1130
$4.88K ﹤0.01%
288
+147
1131
$4.88K ﹤0.01%
67
1132
$4.85K ﹤0.01%
56
+50
1133
$4.82K ﹤0.01%
57
-41
1134
$4.79K ﹤0.01%
350
1135
$4.77K ﹤0.01%
242
1136
$4.61K ﹤0.01%
500
1137
$4.61K ﹤0.01%
+200
1138
$4.6K ﹤0.01%
48
+36
1139
$4.57K ﹤0.01%
9
-36
1140
$4.54K ﹤0.01%
84
1141
$4.54K ﹤0.01%
112
1142
$4.51K ﹤0.01%
+200
1143
$4.5K ﹤0.01%
40
1144
$4.41K ﹤0.01%
103
1145
$4.35K ﹤0.01%
223
1146
$4.27K ﹤0.01%
55
+2
1147
$4.27K ﹤0.01%
570
+502
1148
$4.26K ﹤0.01%
66
1149
$4.25K ﹤0.01%
36
1150
$4.12K ﹤0.01%
100
44 45
46
47 48