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
$1.33B
AUM Growth
+$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,277
New
Increased
Reduced
Closed

Top Buys

1 +$4.53M
2 +$2.67M
3 +$2.61M
4
GEV icon
GE Vernova
GEV
+$2.5M
5
GDXJ icon
VanEck Junior Gold Miners ETF
GDXJ
+$2.42M

Top Sells

1 +$8.97M
2 +$1.86M
3 +$1.72M
4
IBDQ
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$1.59M
5
TMUS icon
T-Mobile US
TMUS
+$1.45M

Sector Composition

1 Consumer Discretionary 20.1%
2 Technology 16.51%
3 Financials 10.62%
4 Communication Services 7.36%
5 Healthcare 4.8%