LSEQ vs. CBSE ETF Comparison

Comparison of Harbor Long-Short Equity ETF (LSEQ) to Changebridge Capital Sustainable Equity ETF (CBSE)
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

$26.20

Average Daily Volume

305

Number of Holdings *

10

* may have additional holdings in another (foreign) market
CBSE

Changebridge Capital Sustainable Equity ETF

CBSE Description The investment seeks capital appreciation and lower volatility than the broader market. The fund is an actively-managed ETF that seeks to achieve its investment objective by purchasing securities Changebridge Capital, LLC, the fund's investment adviser, believes to have above-average financial characteristics and growth potential that exhibit positive ESG attributes. Under normal circumstances, it will invest at least 80% of its net assets, plus borrowings for investment purposes, in equity securities, including common stocks and depositary receipts, of sustainable companies. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$27.78

Average Daily Volume

817

Number of Holdings *

36

* may have additional holdings in another (foreign) market
Performance
Period LSEQ CBSE
30 Days -3.33% 0.40%
60 Days -2.64% 2.33%
90 Days 5.06% 9.79%
12 Months 23.21%
1 Overlapping Holdings
Symbol Grade Weight in LSEQ Weight in CBSE Overlap
NFE F 2.41% 2.02% 2.02%
LSEQ Overweight 9 Positions Relative to CBSE
Symbol Grade Weight
AGL F 3.74%
WBD F 2.79%
MRNA B 2.71%
MP C 2.68%
SHC F 2.67%
ZI C 2.66%
PENN F 2.55%
RCM D 2.53%
NCLH F 2.41%
LSEQ Underweight 35 Positions Relative to CBSE
Symbol Grade Weight
TCOM A -3.46%
AVGO D -3.37%
HUMA B -3.34%
ASML D -3.3%
AAPL C -3.06%
STRL D -2.97%
MSFT C -2.85%
LRCX D -2.81%
NU C -2.74%
SKY D -2.71%
MU B -2.7%
EG D -2.68%
IBN A -2.6%
ECL A -2.6%
TSM C -2.58%
PANW B -2.58%
CHK B -2.56%
ICFI C -2.54%
SN A -2.52%
DKNG D -2.5%
TDG A -2.49%
FCX A -2.45%
TMDX A -2.44%
ERJ A -2.42%
NARI F -2.42%
MMYT B -2.4%
NOC B -2.34%
FTI A -2.32%
BLBD C -2.2%
INDI F -2.09%
WTTR B -2.05%
NVDA C -2.04%
GTLS C -1.97%
HLX B -1.87%
RIG F -1.68%
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