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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
$737M
AUM Growth
-$397K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,380
New
Increased
Reduced
Closed

Top Buys

1
+$1.33M
2
+$1.3M
3
+$1.05M
4
NTLA icon
Intellia Therapeutics
NTLA
+$789K
5
AMZN icon
Amazon
AMZN
+$776K

Top Sells

1
+$888K
2
+$886K
3
+$729K
4
IYW icon
iShares US Technology ETF
IYW
+$662K
5
FDX icon
FedEx
FDX
+$539K

Sector Composition

1 Technology 20.16%
2 Consumer Discretionary 12.85%
3 Financials 12.6%
4 Healthcare 10.32%
5 Communication Services 9.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1151
$5K ﹤0.01%
+33
1152
$5K ﹤0.01%
204
1153
$5K ﹤0.01%
169
-10
1154
$5K ﹤0.01%
102
1155
$5K ﹤0.01%
175
+159
1156
$5K ﹤0.01%
+26
1157
$5K ﹤0.01%
36
1158
$5K ﹤0.01%
242
1159
$5K ﹤0.01%
+72
1160
$4K ﹤0.01%
42
1161
$4K ﹤0.01%
+150
1162
$4K ﹤0.01%
+208
1163
$4K ﹤0.01%
150
1164
$4K ﹤0.01%
170
1165
$4K ﹤0.01%
103
1166
$4K ﹤0.01%
235
-292
1167
$4K ﹤0.01%
37
1168
$4K ﹤0.01%
79
-51
1169
$4K ﹤0.01%
58
1170
$4K ﹤0.01%
143
1171
$4K ﹤0.01%
19
1172
$4K ﹤0.01%
+40
1173
$4K ﹤0.01%
2,000
1174
$4K ﹤0.01%
109
1175
$4K ﹤0.01%
593
45 46
47
48 49