INFO vs. PFUT ETF Comparison

Comparison of Harbor PanAgora Dynamic Large Cap Core ETF (INFO) to Putnam Sustainable Future ETF (PFUT)
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
PFUT

Putnam Sustainable Future ETF

PFUT Description The investment seeks long-term capital appreciation. The fund invests mainly in common stocks of U.S. companies of any size, with a focus on companies whose products and services provide solutions that directly contribute to sustainable social, environmental and economic development (Impact Companies). Under normal circumstances, the fund invests at least 80% of the value of its net assets in securities that meet Putnam Management?s sustainability criteria. In applying these criteria, Putnam Management will assign each company a proprietary environmental, social and/or corporate governance (ESG) rating ranging from 1 to 4.

Grade (RS Rating)

Last Trade

$26.45

Average Daily Volume

23,002

Number of Holdings *

79

* may have additional holdings in another (foreign) market
Performance
Period INFO PFUT
30 Days 1.88% 5.25%
60 Days 5.80%
90 Days 7.43%
12 Months 33.33%
10 Overlapping Holdings
Symbol Grade Weight in INFO Weight in PFUT Overlap
AMAT F 0.93% 1.05% 0.93%
ECL D 0.57% 0.51% 0.51%
MA C 1.61% 1.77% 1.61%
MSCI C 0.82% 1.86% 0.82%
MTD D 0.48% 0.96% 0.48%
NEE D 0.36% 1.72% 0.36%
NOW A 1.2% 1.64% 1.2%
NRG B 0.74% 0.76% 0.74%
UBER D 0.34% 0.95% 0.34%
VRSK A 0.61% 1.88% 0.61%
INFO Overweight 106 Positions Relative to PFUT
Symbol Grade Weight
NVDA C 7.25%
AAPL C 6.96%
MSFT F 6.1%
AMZN C 4.08%
GOOGL C 3.86%
META D 3.01%
JPM A 1.87%
CRM B 1.54%
TSLA B 1.38%
AVGO D 1.22%
WMT A 1.22%
XOM B 1.16%
V A 1.13%
NFLX A 1.13%
MRK F 1.12%
WFC A 1.12%
GE D 1.1%
TJX A 1.04%
GM B 1.02%
SYF B 1.01%
BRK.A B 0.99%
BKR B 0.97%
TT A 0.95%
MSI B 0.95%
LMT D 0.94%
JNJ D 0.94%
MCK B 0.94%
LLY F 0.91%
QCOM F 0.89%
COST B 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%
ANET 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%
NTAP C 0.68%
FTV C 0.64%
BMY B 0.64%
MDLZ F 0.62%
MPC D 0.61%
AXP A 0.56%
INVH D 0.56%
CL D 0.55%
KR B 0.52%
BK A 0.48%
AVY D 0.46%
GDDY A 0.43%
PYPL B 0.43%
DD D 0.42%
WDAY B 0.42%
CNC D 0.41%
ROST C 0.41%
DASH A 0.4%
SSNC B 0.37%
MELI D 0.36%
INGR B 0.35%
FTI A 0.35%
VEEV C 0.35%
PG A 0.35%
RPM A 0.34%
UNH C 0.34%
ALNY D 0.3%
ILMN D 0.3%
ATR B 0.3%
WAB B 0.27%
CBSH A 0.25%
UNM A 0.25%
EBAY D 0.25%
MU D 0.23%
DHI D 0.22%
SNOW C 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%
THC D 0.09%
AMT D 0.08%
HD A 0.08%
EQH B 0.07%
TOL B 0.06%
HLT A 0.05%
INFO Underweight 69 Positions Relative to PFUT
Symbol Grade Weight
ISRG A -2.13%
ROP B -2.1%
VRT B -2.09%
SFM A -2.07%
DDOG A -2.02%
IT C -1.92%
TMO F -1.88%
CEG D -1.86%
DHR F -1.83%
TPG A -1.71%
FSS B -1.67%
XYL D -1.6%
PWR A -1.58%
PINS D -1.54%
COF B -1.52%
HASI D -1.52%
RMD C -1.49%
CDNS B -1.46%
HUBS A -1.39%
CWST A -1.38%
EXAS D -1.36%
MTN C -1.36%
FWRG C -1.36%
PEN B -1.34%
DAR C -1.33%
RRX B -1.32%
ZBRA B -1.31%
ADBE C -1.27%
GPK C -1.27%
CTAS B -1.25%
CPB D -1.24%
STX D -1.24%
SUM B -1.23%
ICLR D -1.22%
HQY B -1.2%
WY D -1.2%
COIN C -1.19%
ADI D -1.16%
VERX B -1.15%
ZTS D -1.13%
ALTR B -1.12%
FICO B -1.1%
ONON A -1.06%
TRMB B -1.05%
IDXX F -1.01%
CMG B -0.99%
ASML F -0.98%
SNPS B -0.98%
CNM D -0.95%
LULU C -0.94%
LEVI F -0.85%
TTEK F -0.79%
VRRM D -0.76%
HAS D -0.76%
REGN F -0.73%
AZN D -0.7%
KKR A -0.7%
GEV B -0.69%
ARGX A -0.67%
BMRN D -0.62%
FSLR F -0.61%
PL A -0.55%
GWRE A -0.52%
SGBX F -0.51%
ASND D -0.44%
TWST D -0.4%
URI B -0.38%
RCKT F -0.27%
CMPS F -0.19%
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