LSEQ vs. EHLS ETF Comparison

Comparison of Harbor Long-Short Equity ETF (LSEQ) to Even Herd Long Short ETF (EHLS)

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

$29.07

Average Daily Volume

569

Number of Holdings ^*

154

* may have additional holdings in another (foreign) market

EHLS

Even Herd Long Short ETF

EHLS Description

EHLS seeks long-term capital appreciation through a momentum-focused strategy that takes both long and short positions in US equity securities. In selecting securities, the fund employs a proprietary algorithm that emphasizes a dynamic, trend-focused analysis, instead of a strictly bottom-up valuation analysis, driven by price movements and other data points based on market trends and stock momentum. The sub-adviser may adjust its proprietary system that is continuously optimized and refined. The fund strategy involves taking long positions in equity securities exhibiting strong upward momentum and short positions in those showing downward momentum. The actively managed fund targets a net equity exposure from 40% to 90% net long, subject to adjustments based on market conditions. The fund aims to maintain 100% long and 10-60% short exposure. Short sales may include entering into swap agreements or the use of leverage.

Grade (RS Rating)

Last Trade

$23.20

Average Daily Volume

2,612

Number of Holdings ^*

271

* may have additional holdings in another (foreign) market

Performance

Period	LSEQ	EHLS
30 Days	3.94%	8.97%
60 Days	6.12%	10.38%
90 Days	6.93%	12.83%
12 Months

37 Overlapping Holdings

Symbol	Grade	Weight in LSEQ	Weight in EHLS	Overlap
ALB	B	-1.65%	-0.28%	-1.65%
ANET	C	1.39%	0.88%	0.88%
APA	D	-1.74%	-0.23%	-1.74%
BSX	A	1.52%	0.71%	0.71%
CAR	C	-2.13%	-0.32%	-2.13%
CEG	C	0.52%	1.21%	0.52%
CHRD	D	-1.53%	-0.29%	-1.53%
CIVI	D	-1.5%	-0.29%	-1.5%
CVNA	B	2.27%	1.29%	1.29%
DASH	B	0.87%	1.05%	0.87%
DG	F	-1.73%	-0.21%	-1.73%
EXEL	B	1.49%	0.23%	0.23%
FICO	B	0.88%	1.3%	0.88%
FIVN	C	-2.29%	-0.29%	-2.29%
FTI	A	0.97%	0.53%	0.53%
GO	C	-1.94%	-0.26%	-1.94%
IDXX	F	-1.41%	-0.3%	-1.41%
ISRG	A	0.76%	0.76%	0.76%
META	D	0.95%	1.64%	0.95%
MSI	B	1.09%	1.57%	1.09%
MTN	C	-1.93%	-0.25%	-1.93%
MUSA	B	1.16%	0.27%	0.27%
NRG	B	0.61%	1.2%	0.61%
OVV	B	-2.47%	-0.33%	-2.47%
PEGA	B	0.94%	0.25%	0.25%
PKG	A	1.01%	0.49%	0.49%
PLTR	B	2.91%	1.25%	1.25%
PRGO	C	1.21%	-0.44%	-0.44%
SLB	C	-1.48%	-0.29%	-1.48%
SNOW	B	-1.59%	-0.3%	-1.59%
SPOT	B	1.46%	2.25%	1.46%
THC	D	1.07%	0.98%	0.98%
TMUS	B	1.49%	0.96%	0.96%
TRGP	A	0.93%	1.03%	0.93%
TYL	B	0.76%	0.48%	0.48%
VST	A	0.73%	1.31%	0.73%
WFRD	D	-1.91%	-0.3%	-1.91%

LSEQ Overweight 117 Positions Relative to EHLS

Symbol	Grade	Weight
APP	B	3.65%
AAL	B	2.23%
VSCO	C	1.95%
CASY	A	1.91%
KSS	F	1.89%
CCL	A	1.89%
HPE	B	1.85%
WMT	A	1.84%
USFD	A	1.82%
COST	A	1.77%
DOCS	C	1.75%
CPNG	D	1.66%
RGLD	C	1.66%
PLTK	B	1.55%
AXTA	B	1.54%
OGN	F	1.54%
DECK	A	1.45%
BKNG	A	1.39%
DOCU	B	1.38%
R	B	1.37%
PFE	F	1.26%
MTCH	D	1.22%
ZBRA	B	1.19%
RCL	A	1.19%
GDDY	A	1.19%
JWN	D	1.15%
KEX	B	1.13%
LIN	C	1.11%
LLY	F	1.11%
KMI	A	1.08%
WSM	C	1.02%
RPM	A	0.99%
T	A	0.96%
NTAP	C	0.92%
TJX	A	0.92%
EHC	B	0.91%
TXRH	B	0.91%
NOW	A	0.9%
ECL	D	0.88%
MANH	D	0.88%
AM	A	0.88%
HLT	A	0.86%
COR	B	0.86%
DTM	A	0.86%
UBER	F	0.86%
OKE	A	0.84%
WMB	A	0.83%
NFLX	A	0.83%
GWRE	A	0.82%
FTNT	C	0.81%
IT	C	0.8%
FFIV	B	0.78%
AMCR	C	0.77%
EXP	B	0.77%
UAL	A	0.77%
GLW	B	0.76%
LPX	B	0.76%
NTNX	B	0.75%
HCA	F	0.73%
ZM	C	0.73%
GMED	A	0.72%
NTRA	A	0.72%
ATR	B	0.72%
DUOL	A	0.72%
ROST	D	0.72%
LOW	C	0.71%
CAH	B	0.7%
COHR	B	0.7%
EBAY	D	0.69%
INCY	C	0.69%
PFGC	B	0.69%
TKO	A	0.69%
PANW	B	0.69%
UTHR	C	0.68%
SHW	B	0.68%
TTD	B	0.67%
JAZZ	B	0.67%
BURL	B	0.67%
BMY	B	0.67%
RBLX	C	0.67%
SO	C	0.67%
SYK	B	0.66%
AAPL	C	0.65%
ITCI	C	0.65%
HRB	D	0.65%
DELL	B	0.64%
NI	A	0.64%
RMD	C	0.63%
ILMN	C	0.63%
SMAR	B	0.61%
OMC	C	0.57%
SMG	C	0.57%
AMGN	F	0.54%
IFF	D	0.54%
ALNY	D	0.52%
ABBV	F	0.52%
BFAM	D	0.49%
SMCI	F	-1.15%
WDAY	B	-1.49%
AAP	D	-1.55%
ACHC	F	-1.61%
CABO	B	-1.62%
MEDP	D	-1.79%
SNPS	B	-1.79%
LITE	B	-1.79%
DLTR	F	-1.82%
FANG	C	-1.83%
MSFT	D	-1.86%
U	C	-1.89%
DXCM	C	-1.89%
WING	D	-1.98%
AMZN	C	-1.99%
TXG	F	-2.0%
DV	C	-2.05%
WBA	F	-2.17%
MCK	A	-2.19%
NFE	D	-2.39%

LSEQ Underweight 234 Positions Relative to EHLS

Symbol	Grade	Weight
BMA	C	-2.14%
CSWI	B	-2.03%
QTWO	A	-1.82%
HWM	A	-1.8%
NVDA	B	-1.72%
GDS	C	-1.71%
LMB	B	-1.7%
IRM	C	-1.68%
PIPR	A	-1.67%
SLG	B	-1.62%
USLM	A	-1.53%
CTAS	B	-1.48%
HWKN	B	-1.46%
GVA	A	-1.41%
IGIC	B	-1.33%
SE	A	-1.3%
CRS	B	-1.27%
CW	C	-1.26%
ADMA	B	-1.26%
WELL	A	-1.25%
BK	A	-1.24%
TPB	B	-1.24%
SFM	A	-1.2%
CLBT	B	-1.2%
SKT	A	-1.14%
REAX	D	-1.1%
PAM	A	-1.09%
RDNT	B	-1.08%
SLVM	B	-1.06%
ARES	A	-1.05%
FTDR	B	-1.04%
TPL	A	-1.02%
HOOD	B	-1.01%
BRO	B	-1.0%
AXP	A	-1.0%
CBRE	B	-0.98%
RSI	A	-0.98%
NPAB	F	-0.92%
EDN	B	-0.92%
WAB	B	-0.89%
JXN	C	-0.87%
GLNG	C	-0.86%
PNTG	D	-0.84%
MOD	A	-0.82%
IESC	C	-0.79%
COOP	B	-0.78%
SKYW	C	-0.76%
CNX	A	-0.76%
KKR	A	-0.76%
EME	A	-0.75%
PSN	D	-0.7%
CDNA	D	-0.62%
HLNE	B	-0.62%
CCB	A	-0.56%
AMAL	B	-0.56%
AIT	B	-0.55%
ALSN	B	-0.55%
NBN	C	-0.54%
BBSI	B	-0.54%
CNK	C	-0.51%
TWLO	A	-0.49%
VERX	A	-0.49%
CLH	C	-0.48%
PGR	A	-0.48%
FI	A	-0.48%
QFIN	A	-0.47%
HUBB	B	-0.46%
MMYT	B	-0.46%
GRBK	D	-0.46%
POWL	C	-0.45%
UFPT	C	-0.44%
RNA	C	-0.44%
ALHC	C	-0.42%
CACI	D	-0.42%
RKLB	A	-0.39%
WULF	C	-0.34%
YPF	B	-0.32%
TCBX	B	-0.3%
CEIX	A	-0.3%
FRHC	B	-0.28%
KTB	B	-0.27%
PPTA	C	-0.27%
CASH	B	-0.27%
EXLS	B	-0.26%
LYV	A	-0.26%
SOFI	B	-0.25%
MLR	C	-0.25%
SNEX	B	-0.25%
MATX	C	-0.24%
ONON	A	-0.24%
BBW	C	-0.24%
GATO	C	-0.23%
TRUP	B	-0.23%
AORT	B	-0.22%
CSTM	F	--0.07%
NEP	F	--0.09%
SPT	C	--0.14%
CVI	F	--0.15%
AMN	F	--0.16%
VSAT	F	--0.16%
AES	F	--0.17%
PGNY	F	--0.17%
STNG	F	--0.17%
APTV	F	--0.18%
ENPH	F	--0.18%
WU	F	--0.18%
FLNG	C	--0.19%
W	D	--0.2%
BEN	C	--0.2%
COLD	D	--0.2%
VAL	F	--0.2%
AMRC	F	--0.2%
WRLD	C	--0.2%
ASH	F	--0.21%
ELF	C	--0.21%
ADNT	F	--0.21%
WSC	F	--0.21%
ASML	F	--0.22%
IGT	F	--0.22%
ENOV	C	--0.22%
PARR	F	--0.22%
FIVE	F	--0.22%
AVTR	F	--0.22%
DOOO	F	--0.22%
LEA	F	--0.22%
CSGP	D	--0.23%
MRK	D	--0.23%
ROG	D	--0.23%
DLB	B	--0.23%
NTST	C	--0.23%
IMCR	D	--0.23%
NKE	F	--0.23%
TEX	F	--0.23%
ELV	F	--0.23%
MCHP	F	--0.23%
OLN	F	--0.23%
NUE	C	--0.23%
SCL	C	--0.24%
OMI	F	--0.24%
ENTG	D	--0.24%
CWT	C	--0.24%
WPC	C	--0.24%
ODP	F	--0.24%
NSP	F	--0.24%
WOR	F	--0.24%
APLS	F	--0.24%
PLD	F	--0.24%
PD	C	--0.24%
ETSY	D	--0.24%
SITE	F	--0.24%
CC	C	--0.24%
ADM	D	--0.25%
HSY	F	--0.25%
JBSS	F	--0.25%
AKAM	D	--0.25%
OTEX	F	--0.25%
FTV	C	--0.25%
PCH	F	--0.25%
IPG	D	--0.25%
FUL	F	--0.25%
PEP	F	--0.25%
F	C	--0.25%
GIS	D	--0.25%
ATKR	D	--0.25%
REXR	F	--0.25%
ALV	C	--0.25%
MGM	D	--0.26%
BG	D	--0.26%
THS	D	--0.26%
ARE	F	--0.26%
STZ	D	--0.26%
ALGM	D	--0.26%
IAC	F	--0.26%
CTRA	B	--0.26%
HDB	C	--0.26%
FMX	F	--0.26%
SON	F	--0.26%
CALX	D	--0.27%
DVN	F	--0.27%
COHU	C	--0.27%
HXL	F	--0.27%
ON	D	--0.27%
MTDR	B	--0.27%
SLAB	F	--0.27%
CNI	F	--0.27%
CWH	B	--0.27%
CDW	F	--0.27%
YELP	C	--0.28%
OKTA	C	--0.28%
VTLE	C	--0.28%
MUR	D	--0.28%
VRSN	C	--0.28%
MRTN	D	--0.28%
CRL	D	--0.28%
USPH	B	--0.28%
SJW	F	--0.28%
PZZA	F	--0.28%
CENTA	C	--0.28%
TDC	D	--0.29%
UGI	C	--0.29%
HP	C	--0.29%
SJM	D	--0.29%
LKQ	F	--0.29%
AMRK	F	--0.29%
AIN	C	--0.29%
MOS	F	--0.29%
URBN	C	--0.29%
CENT	C	--0.29%
TMO	F	--0.29%
SIGI	C	--0.29%
RPD	B	--0.29%
EXC	C	--0.3%
PINS	F	--0.3%
ES	C	--0.3%
EG	C	--0.3%
RIO	D	--0.3%
HES	B	--0.3%
AVA	A	--0.3%
AWK	C	--0.3%
PPG	F	--0.3%
EVTC	B	--0.3%
HELE	C	--0.3%
ACI	C	--0.3%
DIOD	D	--0.3%
KMX	B	--0.31%
OXM	F	--0.31%
ZD	B	--0.31%
IRTC	C	--0.32%
VLO	C	--0.32%
ALRM	C	--0.32%
TENB	C	--0.33%
NARI	C	--0.34%
AMR	C	--0.35%
UPS	C	--0.37%