WINN vs. IYC ETF Comparison

Comparison of Harbor Long-Term Growers ETF (WINN) to iShares U.S. Consumer Services ETF (IYC)

WINN

Harbor Long-Term Growers ETF

WINN Description

Harbor Long-Term Growers ETF is an exchange traded fund launched and managed by Harbor Capital Advisors, Inc. It is co-managed by Jennison Associates LLC. The fund invests in public equity markets of the United States. It invests in stocks of companies operating across diversified sectors. The fund invests in growth stocks of companies operating across diversified market capitalizations. It employs fundamental analysis with bottom-up stock picking approach to create its portfolio. Harbor ETF Trust - Harbor Long-Term Growers ETF was formed on February 2, 2022 and is domiciled in the United States.

Grade (RS Rating)

Last Trade

$26.88

Average Daily Volume

106,632

Number of Holdings ^*

* may have additional holdings in another (foreign) market

IYC

iShares U.S. Consumer Services ETF

IYC Description

The investment seeks to track the investment results of an index composed of U.S. equities in the consumer services sector. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the Dow Jones U.S. Consumer Services Index (the "underlying index"), which measures the performance of the consumer services sector of the U.S. equity market.

Grade (RS Rating)

Last Trade

$96.89

Average Daily Volume

99,970

Number of Holdings ^*

173

* may have additional holdings in another (foreign) market

Performance

Period	WINN	IYC
30 Days	2.52%	9.73%
60 Days	4.27%	9.74%
90 Days	6.96%	16.11%
12 Months	35.98%	36.93%

14 Overlapping Holdings

Symbol	Grade	Weight in WINN	Weight in IYC	Overlap
ABNB	C	1.06%	0.93%	0.93%
AMZN	C	8.7%	14.29%	8.7%
COST	B	2.39%	4.5%	2.39%
DIS	B	1.12%	3.33%	1.12%
HD	A	0.31%	4.46%	0.31%
HLT	A	0.31%	0.99%	0.31%
MAR	A	0.38%	1.03%	0.38%
NFLX	B	4.48%	4.53%	4.48%
ORLY	B	1.05%	1.12%	1.05%
TJX	A	0.75%	2.19%	0.75%
TSLA	B	2.33%	8.66%	2.33%
TTD	B	1.7%	0.85%	0.85%
UBER	D	1.08%	2.24%	1.08%
WMT	B	0.54%	4.38%	0.54%

WINN Overweight 50 Positions Relative to IYC

Symbol	Grade	Weight
NVDA	C	12.02%
MSFT	D	9.27%
AAPL	B	8.01%
META	D	5.23%
GOOGL	C	3.77%
AVGO	D	3.6%
LLY	F	2.62%
MELI	C	1.74%
MA	B	1.44%
V	A	1.3%
APO	A	1.26%
NVO	F	1.2%
CRWD	B	1.07%
BA	D	1.05%
GE	D	1.04%
SNPS	B	1.03%
MCO	A	1.01%
UNH	B	0.98%
FICO	B	0.98%
AMD	F	0.87%
BMY	B	0.84%
VRTX	D	0.83%
AMGN	D	0.83%
ETN	A	0.7%
MDB	C	0.68%
VRT	B	0.65%
SNY	F	0.6%
MRK	F	0.59%
ISRG	C	0.58%
JPM	B	0.54%
AMT	D	0.5%
NU	D	0.47%
MCHP	F	0.41%
CDNS	B	0.38%
DDOG	A	0.31%
PANW	C	0.3%
MRVL	B	0.29%
AZN	F	0.29%
CRM	B	0.27%
PGR	A	0.26%
GS	B	0.26%
NOW	B	0.26%
ANET	C	0.25%
SNOW	C	0.24%
DXCM	C	0.24%
HUBS	B	0.22%
LRCX	F	0.22%
ADBE	C	0.22%
ASML	F	0.2%
ADI	D	0.19%

WINN Underweight 159 Positions Relative to IYC

Symbol	Grade	Weight
MCD	D	-3.38%
BKNG	B	-2.74%
LOW	C	-2.39%
SBUX	B	-1.8%
NKE	F	-1.43%
CMG	B	-1.29%
TGT	F	-1.16%
GM	B	-0.99%
RCL	B	-0.9%
AZO	C	-0.85%
CPRT	A	-0.79%
DHI	D	-0.78%
ROST	C	-0.74%
EA	C	-0.72%
F	C	-0.7%
DAL	B	-0.67%
LEN	C	-0.65%
YUM	B	-0.6%
LULU	C	-0.59%
TTWO	B	-0.52%
GRMN	A	-0.52%
UAL	B	-0.5%
EBAY	C	-0.5%
TSCO	C	-0.47%
CPNG	D	-0.45%
CVNA	B	-0.44%
PHM	C	-0.43%
RBLX	C	-0.43%
DECK	A	-0.43%
NVR	D	-0.41%
CCL	B	-0.4%
WBD	C	-0.37%
EXPE	B	-0.36%
LYV	A	-0.34%
DKNG	C	-0.32%
OMC	C	-0.31%
DRI	B	-0.31%
LUV	B	-0.31%
BBY	D	-0.3%
BURL	B	-0.28%
LVS	C	-0.28%
WSM	B	-0.28%
FWONK	A	-0.27%
DG	F	-0.27%
GPC	D	-0.27%
ULTA	F	-0.26%
DPZ	C	-0.25%
TOL	A	-0.25%
EL	F	-0.24%
APTV	F	-0.23%
POOL	C	-0.22%
ROL	B	-0.22%
TPR	A	-0.21%
TXRH	A	-0.21%
DLTR	D	-0.21%
SCI	A	-0.2%
DUOL	B	-0.19%
KMX	B	-0.19%
NWSA	B	-0.18%
DKS	C	-0.18%
NCLH	B	-0.18%
BJ	B	-0.18%
TKO	B	-0.17%
GME	C	-0.17%
IPG	C	-0.17%
FND	C	-0.17%
FOXA	C	-0.17%
CAVA	C	-0.17%
CHDN	B	-0.16%
MUSA	B	-0.16%
WING	F	-0.16%
ARMK	A	-0.16%
LKQ	D	-0.16%
LAD	B	-0.16%
WYNN	D	-0.15%
AAL	B	-0.15%
NYT	C	-0.14%
PLNT	B	-0.14%
HAS	D	-0.14%
MGM	F	-0.14%
TPX	A	-0.14%
SKX	D	-0.13%
CZR	D	-0.13%
LNW	D	-0.13%
RL	B	-0.13%
RIVN	D	-0.13%
WH	A	-0.12%
BWA	C	-0.12%
HRB	D	-0.12%
SN	D	-0.11%
ELF	C	-0.11%
MTN	C	-0.11%
ALK	A	-0.11%
H	A	-0.11%
GNTX	C	-0.11%
VFC	C	-0.11%
BBWI	C	-0.11%
LYFT	C	-0.1%
UHAL	D	-0.1%
PARA	C	-0.1%
SIRI	C	-0.1%
SITE	C	-0.1%
MAT	D	-0.1%
BFAM	F	-0.1%
BROS	B	-0.09%
OLLI	C	-0.09%
PVH	C	-0.09%
THO	B	-0.09%
FOX	B	-0.09%
WHR	B	-0.09%
CROX	F	-0.09%
ETSY	D	-0.09%
LOPE	B	-0.08%
RH	B	-0.08%
BYD	B	-0.08%
VVV	F	-0.08%
NXST	C	-0.08%
LEA	F	-0.08%
CHH	A	-0.07%
MSGS	B	-0.07%
M	D	-0.07%
AN	B	-0.07%
GAP	C	-0.07%
FIVE	D	-0.07%
TNL	A	-0.06%
NWS	B	-0.06%
NWL	A	-0.06%
W	D	-0.06%
HOG	F	-0.06%
PAG	B	-0.05%
PENN	C	-0.05%
WEN	D	-0.05%
LLYVK	A	-0.05%
VAC	B	-0.05%
YETI	C	-0.05%
PII	F	-0.05%
JWN	A	-0.04%
AAP	C	-0.04%
CPRI	F	-0.04%
COTY	F	-0.04%
COLM	A	-0.04%
UA	C	-0.03%
FWONA	A	-0.03%
CAR	C	-0.03%
QS	F	-0.03%
UAA	C	-0.03%
LEN	C	-0.03%
BIRK	C	-0.03%
KSS	F	-0.03%
CRI	F	-0.03%
LCID	F	-0.03%
AS	A	-0.02%
DDS	B	-0.02%
LLYVA	A	-0.02%
TRIP	F	-0.02%
LEG	D	-0.02%
UHAL	D	-0.01%
PLTK	B	-0.01%
PARAA	C	-0.0%