INFO vs. LSEQ ETF Comparison

Comparison of Harbor PanAgora Dynamic Large Cap Core ETF (INFO) to Harbor Long-Short Equity ETF (LSEQ)

INFO

Harbor PanAgora Dynamic Large Cap Core ETF

INFO Description

INFO aims to generate alpha consistently within the large-cap US market. Portfolio construction utilizes a bottom-up investment strategy integrating fundamental analysis with quantitative techniques and risk management tools. The subadvisor employs a proprietary alpha modeling framework to identify companies with strong financial and operational health, aiming for above-market returns relative to the S&P 500 Index. The strategy incorporates uncorrelated alpha factors, such as value, momentum, and quality. Additionally, ESG attributes are also evaluated to enhance the overall alpha scores. Security weighting is determined using a proprietary optimization technique, balancing alpha generation with risk metrics like tracking err, market risk, and concentration risk.

Grade (RS Rating)

Last Trade

$20.71

Average Daily Volume

785

Number of Holdings ^*

116

* may have additional holdings in another (foreign) market

LSEQ

Harbor Long-Short Equity ETF

LSEQ Description

Under normal market circumstances, the fund invests at least 80% of its net assets, plus borrowings for investment purposes, in long and short positions in equity securities. The fund advisor seeks to achieve the fund's investment objective by establishing long and/or short positions in equity securities.

Grade (RS Rating)

Last Trade

$29.27

Average Daily Volume

596

Number of Holdings ^*

154

* may have additional holdings in another (foreign) market

Performance

Period	INFO	LSEQ
30 Days	1.88%	4.81%
60 Days		6.50%
90 Days		7.67%
12 Months

31 Overlapping Holdings

Symbol	Grade	Weight in INFO	Weight in LSEQ	Overlap
AAPL	C	6.96%	0.65%	0.65%
ALNY	D	0.3%	0.52%	0.3%
AMZN	C	4.08%	-1.99%	-1.99%
ANET	C	0.82%	1.39%	0.82%
ATR	B	0.3%	0.72%	0.3%
BMY	B	0.64%	0.67%	0.64%
COST	B	0.89%	1.77%	0.89%
DASH	A	0.4%	0.87%	0.4%
EBAY	D	0.25%	0.69%	0.25%
ECL	D	0.57%	0.88%	0.57%
FTI	A	0.35%	0.97%	0.35%
GDDY	A	0.43%	1.19%	0.43%
HLT	A	0.05%	0.86%	0.05%
ILMN	D	0.3%	0.63%	0.3%
LLY	F	0.91%	1.11%	0.91%
MCK	B	0.94%	-2.19%	-2.19%
META	D	3.01%	0.95%	0.95%
MSFT	F	6.1%	-1.86%	-1.86%
MSI	B	0.95%	1.09%	0.95%
NFLX	A	1.13%	0.83%	0.83%
NOW	A	1.2%	0.9%	0.9%
NRG	B	0.74%	0.61%	0.61%
NTAP	C	0.68%	0.92%	0.68%
ROST	C	0.41%	0.72%	0.41%
RPM	A	0.34%	0.99%	0.34%
SNOW	C	0.22%	-1.59%	-1.59%
THC	D	0.09%	1.07%	0.09%
TJX	A	1.04%	0.92%	0.92%
UBER	D	0.34%	0.86%	0.34%
WDAY	B	0.42%	-1.49%	-1.49%
WMT	A	1.22%	1.84%	1.22%

INFO Overweight 85 Positions Relative to LSEQ

Symbol	Grade	Weight
NVDA	C	7.25%
GOOGL	C	3.86%
JPM	A	1.87%
MA	C	1.61%
CRM	B	1.54%
TSLA	B	1.38%
AVGO	D	1.22%
XOM	B	1.16%
V	A	1.13%
MRK	F	1.12%
WFC	A	1.12%
GE	D	1.1%
GM	B	1.02%
SYF	B	1.01%
BRK.A	B	0.99%
BKR	B	0.97%
TT	A	0.95%
LMT	D	0.94%
JNJ	D	0.94%
AMAT	F	0.93%
QCOM	F	0.89%
CI	F	0.88%
LRCX	F	0.87%
SPG	B	0.86%
CMCSA	B	0.86%
ETR	B	0.85%
ALL	A	0.83%
MSCI	C	0.82%
INTU	C	0.81%
MMC	B	0.81%
HIG	B	0.79%
LDOS	C	0.78%
EXC	C	0.76%
EQR	B	0.76%
CTVA	C	0.76%
PEP	F	0.76%
CBOE	B	0.73%
A	D	0.73%
HOLX	D	0.73%
MAS	D	0.72%
SPGI	C	0.69%
EQIX	A	0.69%
TGT	F	0.68%
FTV	C	0.64%
MDLZ	F	0.62%
VRSK	A	0.61%
MPC	D	0.61%
AXP	A	0.56%
INVH	D	0.56%
CL	D	0.55%
KR	B	0.52%
MTD	D	0.48%
BK	A	0.48%
AVY	D	0.46%
PYPL	B	0.43%
DD	D	0.42%
CNC	D	0.41%
SSNC	B	0.37%
MELI	D	0.36%
NEE	D	0.36%
INGR	B	0.35%
VEEV	C	0.35%
PG	A	0.35%
UNH	C	0.34%
WAB	B	0.27%
CBSH	A	0.25%
UNM	A	0.25%
MU	D	0.23%
DHI	D	0.22%
AXS	A	0.2%
MKC	D	0.2%
AMD	F	0.19%
QRVO	F	0.19%
NOV	C	0.19%
DTE	C	0.18%
NXPI	D	0.17%
EOG	A	0.16%
DUK	C	0.13%
MTG	C	0.13%
PH	A	0.13%
NOC	D	0.1%
AMT	D	0.08%
HD	A	0.08%
EQH	B	0.07%
TOL	B	0.06%

INFO Underweight 123 Positions Relative to LSEQ

Symbol	Grade	Weight
APP	B	-3.65%
PLTR	B	-2.91%
CVNA	B	-2.27%
AAL	B	-2.23%
VSCO	B	-1.95%
CASY	A	-1.91%
KSS	F	-1.89%
CCL	B	-1.89%
HPE	B	-1.85%
USFD	A	-1.82%
DOCS	C	-1.75%
CPNG	D	-1.66%
RGLD	C	-1.66%
PLTK	B	-1.55%
AXTA	A	-1.54%
OGN	D	-1.54%
BSX	B	-1.52%
EXEL	B	-1.49%
TMUS	B	-1.49%
SPOT	B	-1.46%
DECK	A	-1.45%
BKNG	A	-1.39%
DOCU	A	-1.38%
R	B	-1.37%
PFE	D	-1.26%
MTCH	D	-1.22%
PRGO	B	-1.21%
ZBRA	B	-1.19%
RCL	A	-1.19%
MUSA	A	-1.16%
JWN	C	-1.15%
KEX	C	-1.13%
LIN	D	-1.11%
KMI	A	-1.08%
WSM	B	-1.02%
PKG	A	-1.01%
T	A	-0.96%
PEGA	A	-0.94%
TRGP	B	-0.93%
EHC	B	-0.91%
TXRH	C	-0.91%
FICO	B	-0.88%
MANH	D	-0.88%
AM	A	-0.88%
COR	B	-0.86%
DTM	B	-0.86%
OKE	A	-0.84%
WMB	A	-0.83%
GWRE	A	-0.82%
FTNT	C	-0.81%
IT	C	-0.8%
FFIV	B	-0.78%
AMCR	D	-0.77%
EXP	A	-0.77%
UAL	A	-0.77%
ISRG	A	-0.76%
GLW	B	-0.76%
LPX	B	-0.76%
TYL	B	-0.76%
NTNX	A	-0.75%
HCA	F	-0.73%
ZM	B	-0.73%
VST	B	-0.73%
GMED	A	-0.72%
NTRA	B	-0.72%
DUOL	A	-0.72%
LOW	D	-0.71%
CAH	B	-0.7%
COHR	B	-0.7%
INCY	C	-0.69%
PFGC	B	-0.69%
TKO	B	-0.69%
PANW	C	-0.69%
UTHR	C	-0.68%
SHW	A	-0.68%
TTD	B	-0.67%
JAZZ	B	-0.67%
BURL	A	-0.67%
RBLX	C	-0.67%
SO	D	-0.67%
SYK	C	-0.66%
ITCI	C	-0.65%
HRB	D	-0.65%
DELL	C	-0.64%
NI	A	-0.64%
RMD	C	-0.63%
SMAR	A	-0.61%
OMC	C	-0.57%
SMG	D	-0.57%
AMGN	D	-0.54%
IFF	D	-0.54%
ABBV	D	-0.52%
CEG	D	-0.52%
BFAM	D	-0.49%
SMCI	F	--1.15%
IDXX	F	--1.41%
SLB	C	--1.48%
CIVI	D	--1.5%
CHRD	D	--1.53%
AAP	C	--1.55%
ACHC	F	--1.61%
CABO	C	--1.62%
ALB	C	--1.65%
DG	F	--1.73%
APA	D	--1.74%
MEDP	D	--1.79%
SNPS	B	--1.79%
LITE	B	--1.79%
DLTR	F	--1.82%
FANG	D	--1.83%
U	C	--1.89%
DXCM	D	--1.89%
WFRD	D	--1.91%
MTN	C	--1.93%
GO	C	--1.94%
WING	D	--1.98%
TXG	F	--2.0%
DV	C	--2.05%
CAR	C	--2.13%
WBA	F	--2.17%
FIVN	C	--2.29%
NFE	D	--2.39%
OVV	B	--2.47%