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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
$754M
AUM Growth
-$35.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,438
New
Increased
Reduced
Closed

Top Buys

1
+$2.32M
2
+$1.24M
3
+$927K
4
PLD icon
Prologis
PLD
+$916K
5
XIFR
XPLR Infrastructure LP
XIFR
+$884K

Top Sells

1
+$2.12M
2
+$1.83M
3
+$1.65M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.33M
5
DOCU
DocuSign
DOCU
+$1.29M

Sector Composition

1 Technology 19.75%
2 Financials 12.12%
3 Consumer Discretionary 11.67%
4 Healthcare 10.33%
5 Communication Services 8.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1426
$0 ﹤0.01%
+10
1427
$0 ﹤0.01%
100
1428
$0 ﹤0.01%
6
1429
– –
-1,095
1430
$0 ﹤0.01%
49
1431
– –
-402
1432
– –
0
1433
– –
-120
1434
– –
-204
1435
$0 ﹤0.01%
10
1436
– –
-673
1437
– –
-983
1438
$0 ﹤0.01%
9
54 55 56 57
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