HAPY vs. RISN ETF Comparison

Comparison of Harbor Corporate Culture Leaders ETF (HAPY) to Inspire Tactical Balanced ESG ETF (RISN)

HAPY

Harbor Corporate Culture Leaders ETF

HAPY Description

Harbor Corporate Culture Leaders ETF is an exchange traded fund launched and managed by Harbor Capital Advisors, Inc. 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 and value stocks of large-cap companies. It seeks to track the performance of the Human Capital Factor Unconstrained Index, by using full replication technique. Harbor Corporate Culture Leaders ETF is domiciled in the United States.

Grade (RS Rating)

Last Trade

$23.67

Average Daily Volume

112

Number of Holdings ^*

* may have additional holdings in another (foreign) market

RISN

Inspire Tactical Balanced ESG ETF

RISN Description

The investment seeks to provide capital appreciation with lower volatility than the U.S. large cap stock market over the long term. The fund, an actively managed ETF, uses a proprietary system of technical analysis to tactically allocate assets into U.S. large cap stocks when the strategy identifies an uptrend in the U.S. large cap stock market, and shifts into U.S. Treasury bonds via third-party ETFs, investment grade and high-yield corporate bonds, government agency bonds, and listed gold exchange-traded products and exchange-traded notes such as SPDR Gold Shares (GLD) when the strategy identifies a downtrend in the U.S. large cap stock market.

Grade (RS Rating)

Last Trade

$26.76

Average Daily Volume

8,319

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	HAPY	RISN
30 Days	4.38%	1.28%
60 Days	10.83%	5.29%
90 Days	7.52%	4.72%
12 Months	33.01%	19.94%

3 Overlapping Holdings

Symbol	Grade	Weight in HAPY	Weight in RISN	Overlap
CFR	B	1.28%	0.98%	0.98%
GGG	C	1.35%	1.05%	1.05%
MSCI	B	1.3%	1.09%	1.09%

HAPY Overweight 72 Positions Relative to RISN

Symbol	Grade	Weight
DAL	C	1.62%
GWRE	A	1.55%
CIEN	A	1.54%
PHM	C	1.49%
DE	C	1.49%
IOT	C	1.47%
SMAR	A	1.46%
SLAB	D	1.44%
INTC	D	1.43%
BKNG	B	1.43%
AMD	C	1.43%
TRMB	B	1.43%
FDS	C	1.42%
STLD	C	1.41%
DAY	C	1.41%
ACGL	A	1.41%
DBX	C	1.4%
CMI	A	1.4%
LULU	D	1.39%
ALLE	A	1.39%
LAMR	C	1.39%
TRV	B	1.38%
EXC	C	1.38%
GEHC	C	1.38%
DLB	D	1.37%
NSA	D	1.37%
SSB	C	1.36%
MA	A	1.36%
CME	A	1.36%
LHX	A	1.36%
ADSK	B	1.36%
AEE	A	1.35%
LMT	A	1.35%
PNFP	B	1.34%
RLI	A	1.34%
EXR	D	1.34%
MDB	D	1.33%
MMS	C	1.33%
SYF	A	1.33%
PCOR	D	1.33%
NOW	B	1.33%
EVR	C	1.33%
GOOGL	B	1.32%
NDAQ	C	1.32%
SO	A	1.31%
TER	C	1.3%
DOC	C	1.3%
CMC	D	1.29%
TXN	C	1.29%
CBOE	B	1.29%
AAPL	C	1.28%
CPT	C	1.28%
EWBC	B	1.28%
PLD	D	1.27%
MSFT	D	1.27%
MRK	F	1.27%
S	C	1.27%
ETSY	F	1.27%
CL	D	1.26%
JNPR	C	1.26%
SPSC	D	1.25%
NVDA	B	1.25%
COP	D	1.25%
CDNS	D	1.22%
INTU	F	1.2%
CABO	F	1.17%
ADBE	F	1.17%
OXY	D	1.17%
SRPT	F	1.16%
DV	F	1.15%
RIG	F	1.09%
PSTG	F	1.02%

HAPY Underweight 75 Positions Relative to RISN

Symbol	Grade	Weight
USFR	A	-19.28%
NVR	C	-1.41%
NECB	C	-1.25%
LAD	C	-1.21%
BOTJ	D	-1.18%
ACIW	A	-1.18%
RMD	C	-1.18%
PSA	C	-1.16%
G	A	-1.16%
GIII	C	-1.16%
MOH	F	-1.15%
COKE	C	-1.14%
EME	B	-1.14%
MKTX	B	-1.13%
CACI	A	-1.11%
TSM	B	-1.11%
MIDD	D	-1.11%
FCNCA	D	-1.11%
POOL	D	-1.1%
BRO	A	-1.1%
COLB	C	-1.1%
KRC	C	-1.1%
UDR	C	-1.08%
MAA	D	-1.08%
CRI	D	-1.07%
SNA	C	-1.07%
CHE	D	-1.06%
FAST	C	-1.05%
CSL	A	-1.05%
IDXX	D	-1.05%
IBN	C	-1.05%
MED	F	-1.04%
MNST	D	-1.04%
EXPD	D	-1.04%
JBHT	D	-1.04%
LFUS	C	-1.03%
TXRH	A	-1.03%
PAG	D	-1.03%
TJX	D	-1.03%
COLM	B	-1.03%
CIVB	B	-1.02%
ELV	F	-1.0%
ALG	F	-0.99%
AME	C	-0.99%
ROL	C	-0.99%
RDY	D	-0.99%
CPRT	B	-0.99%
NFBK	D	-0.98%
CSX	D	-0.98%
ROP	D	-0.98%
OFLX	D	-0.98%
ODFL	F	-0.98%
LSTR	F	-0.98%
CSGP	F	-0.98%
ON	F	-0.97%
NTES	B	-0.97%
DAR	F	-0.97%
EGP	D	-0.97%
MLM	F	-0.96%
LECO	D	-0.95%
CNI	D	-0.95%
EPAM	F	-0.95%
WST	D	-0.95%
ASR	D	-0.94%
PFC	D	-0.94%
EOG	B	-0.93%
MKL	B	-0.93%
NICE	D	-0.92%
GNTX	D	-0.92%
PCAR	D	-0.9%
PBHC	C	-0.88%
AX	D	-0.88%
MVBF	F	-0.85%
SWKS	F	-0.84%
EW	F	-0.74%