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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
$790M
AUM Growth
+$52.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,407
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$1M
3
+$886K
4
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$675K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$666K

Top Sells

1
+$998K
2
+$988K
3
+$948K
4
AAPL icon
Apple
AAPL
+$925K
5
SLQT icon
SelectQuote
SLQT
+$709K

Sector Composition

1 Technology 21.08%
2 Consumer Discretionary 12.53%
3 Financials 11.62%
4 Healthcare 10.22%
5 Communication Services 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1201
$3K ﹤0.01%
152
1202
$3K ﹤0.01%
95
1203
$3K ﹤0.01%
51
1204
$2K ﹤0.01%
41
1205
$2K ﹤0.01%
33
1206
$2K ﹤0.01%
+150
1207
$2K ﹤0.01%
255
1208
$2K ﹤0.01%
110
1209
$2K ﹤0.01%
17
1210
$2K ﹤0.01%
31
1211
$2K ﹤0.01%
71
-2,972
1212
$2K ﹤0.01%
13
-2
1213
$2K ﹤0.01%
34
1214
$2K ﹤0.01%
48
1215
$2K ﹤0.01%
55
-70
1216
$2K ﹤0.01%
50
-165
1217
$2K ﹤0.01%
10
1218
$2K ﹤0.01%
12
1219
$2K ﹤0.01%
500
1220
$2K ﹤0.01%
32
1221
$2K ﹤0.01%
23
1222
$2K ﹤0.01%
30
1223
$2K ﹤0.01%
25
-621
1224
$2K ﹤0.01%
20
1225
$2K ﹤0.01%
16
47 48
49
50 51