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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
1201
$3K ﹤0.01%
127
1202
$3K ﹤0.01%
+30
1203
$3K ﹤0.01%
56
1204
$3K ﹤0.01%
169
1205
$3K ﹤0.01%
500
1206
$3K ﹤0.01%
100
1207
$3K ﹤0.01%
51
1208
$3K ﹤0.01%
67
1209
$3K ﹤0.01%
+1
1210
$3K ﹤0.01%
88
1211
$3K ﹤0.01%
30
1212
$3K ﹤0.01%
20
1213
$3K ﹤0.01%
36
1214
$3K ﹤0.01%
19
1215
$2K ﹤0.01%
32
1216
$2K ﹤0.01%
20
1217
$2K ﹤0.01%
100
1218
$2K ﹤0.01%
3
1219
$2K ﹤0.01%
25
1220
$2K ﹤0.01%
500
1221
$2K ﹤0.01%
112
1222
$2K ﹤0.01%
45
+25
1223
$2K ﹤0.01%
11
1224
$2K ﹤0.01%
13
1225
$2K ﹤0.01%
16
47 48
49
50 51