HAPI vs. CAML ETF Comparison

Comparison of Harbor Corporate Culture ETF (HAPI) to Congress Large Cap Growth ETF (CAML)

HAPI

Harbor Corporate Culture ETF

HAPI Description

The fund invests at least 80% of its total assets in securities that are included in the index. The index consists of a modified market capitalization-weighted portfolio of equity securities of approximately 150 U.S. companies identified by Irrational Capital LLC ("Irrational Capital") as those the advisor believes to possess strong corporate culture based on its proprietary scoring methodology.

Grade (RS Rating)

Last Trade

$36.20

Average Daily Volume

5,644

Number of Holdings ^*

151

* may have additional holdings in another (foreign) market

CAML

Congress Large Cap Growth ETF

CAML Description

The fund is an actively-managed exchange-traded fund ("ETF"). The fund advisor attempts to achieve its investment objective by investing at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of large-capitalization companies. The fund may invest any portion of the remaining 20% of its net assets from time to time in equity securities of small-capitalization and mid-capitalization companies.

Grade (RS Rating)

Last Trade

$34.96

Average Daily Volume

35,289

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	HAPI	CAML
30 Days	2.60%	4.17%
60 Days	4.98%	5.94%
90 Days	6.65%	7.34%
12 Months	35.11%	31.31%

19 Overlapping Holdings

Symbol	Grade	Weight in HAPI	Weight in CAML	Overlap
AAPL	C	5.25%	3.53%	3.53%
AMZN	C	5.0%	2.85%	2.85%
ANET	C	0.27%	2.92%	0.27%
BKR	B	0.26%	2.26%	0.26%
BSX	B	1.15%	2.46%	1.15%
CRM	B	0.94%	2.03%	0.94%
GOOGL	C	3.2%	2.62%	2.62%
INTU	C	0.57%	2.61%	0.57%
ISRG	A	1.01%	2.77%	1.01%
LLY	F	2.89%	2.82%	2.82%
META	D	3.22%	3.15%	3.15%
MSFT	F	4.3%	3.06%	3.06%
NFLX	A	1.14%	2.23%	1.14%
NOW	A	0.63%	3.28%	0.63%
NVDA	C	8.04%	5.44%	5.44%
PANW	C	0.34%	2.04%	0.34%
SNPS	B	0.24%	2.51%	0.24%
TTD	B	0.15%	2.02%	0.15%
ZTS	D	0.46%	1.75%	0.46%

HAPI Overweight 132 Positions Relative to CAML

Symbol	Grade	Weight
JPM	A	3.99%
GOOG	C	2.81%
MA	C	2.54%
JNJ	D	2.09%
CVX	A	2.07%
BAC	A	1.88%
XLC	A	1.59%
PG	A	1.56%
BKNG	A	1.52%
CAT	B	1.13%
GE	D	1.05%
MS	A	1.02%
HON	B	0.95%
KO	D	0.93%
AXP	A	0.91%
AMGN	D	0.89%
BLK	C	0.87%
PEP	F	0.84%
LMT	D	0.83%
PFE	D	0.77%
AMAT	F	0.76%
MELI	D	0.76%
CSCO	B	0.75%
ADBE	C	0.74%
BX	A	0.71%
MAR	B	0.68%
AMD	F	0.67%
DE	A	0.67%
GILD	C	0.65%
SO	D	0.64%
TXN	C	0.61%
FCX	D	0.61%
DUK	C	0.6%
IBM	C	0.6%
HLT	A	0.58%
WMB	A	0.56%
PLD	D	0.56%
QCOM	F	0.56%
KKR	A	0.5%
ABNB	C	0.49%
GEV	B	0.48%
EQIX	A	0.46%
NOC	D	0.45%
CME	A	0.44%
GWW	B	0.41%
ADP	B	0.39%
SLB	C	0.38%
MO	A	0.38%
BDX	F	0.36%
MDLZ	F	0.35%
TRV	B	0.33%
NKE	D	0.33%
INTC	D	0.32%
LULU	C	0.31%
URI	B	0.31%
SPG	B	0.31%
CTVA	C	0.31%
CL	D	0.3%
CMI	A	0.29%
DOW	F	0.29%
DD	D	0.29%
EBAY	D	0.29%
LHX	C	0.28%
OXY	D	0.27%
EXPE	B	0.26%
PWR	A	0.26%
EXC	C	0.26%
KLAC	D	0.25%
MRVL	B	0.24%
CDNS	B	0.24%
ED	D	0.23%
DAL	C	0.23%
EIX	B	0.22%
CRWD	B	0.21%
EW	C	0.21%
EXR	D	0.2%
ADSK	A	0.2%
RMD	C	0.2%
STLD	B	0.2%
A	D	0.2%
BLDR	D	0.19%
ACGL	D	0.19%
HIG	B	0.19%
KMB	D	0.18%
FTNT	C	0.18%
FICO	B	0.17%
ALNY	D	0.17%
SPOT	B	0.17%
F	C	0.16%
AEE	A	0.16%
NDAQ	A	0.16%
DTE	C	0.16%
WDAY	B	0.16%
GEHC	F	0.15%
GIS	D	0.15%
SYF	B	0.15%
MSCI	C	0.15%
BRO	B	0.14%
SBAC	D	0.14%
STZ	D	0.14%
IT	C	0.13%
CINF	A	0.13%
TEAM	A	0.13%
HPQ	B	0.12%
PFG	D	0.12%
CBOE	B	0.12%
ARES	A	0.12%
BAH	F	0.11%
PHM	D	0.11%
ESS	B	0.11%
LII	A	0.11%
HUBS	A	0.1%
LUV	C	0.1%
BR	A	0.09%
HPE	B	0.09%
ANSS	B	0.09%
ROK	B	0.09%
NTAP	C	0.08%
BG	F	0.08%
MOH	F	0.08%
RBLX	C	0.07%
DOC	D	0.07%
CPT	B	0.07%
ZBRA	B	0.06%
FDS	B	0.06%
BMRN	D	0.06%
TRMB	B	0.05%
TER	D	0.05%
MDB	C	0.05%
J	F	0.05%
EPAM	C	0.04%
BSY	D	0.03%

HAPI Underweight 20 Positions Relative to CAML

Symbol	Grade	Weight
COST	B	-3.28%
ETN	A	-3.18%
HWM	A	-2.89%
ORLY	B	-2.81%
GS	A	-2.61%
AJG	B	-2.57%
V	A	-2.56%
TJX	A	-2.55%
HD	A	-2.33%
CTAS	B	-2.33%
SHW	A	-2.23%
PH	A	-2.23%
ECL	D	-2.23%
CMG	B	-2.17%
NXPI	D	-2.05%
MCO	B	-1.93%
MLM	B	-1.91%
VRTX	F	-1.75%
TMO	F	-1.6%
ONTO	D	-1.42%