INFO vs. TPLC ETF Comparison

Comparison of Harbor PanAgora Dynamic Large Cap Core ETF (INFO) to Timothy Plan US Large Cap Core ETF (TPLC)

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

$20.41

Average Daily Volume

851

Number of Holdings ^*

116

* may have additional holdings in another (foreign) market

TPLC

Timothy Plan US Large Cap Core ETF

TPLC Description

The investment seeks to provide investment results that track the performance of the Victory US Large Cap Volatility Weighted BRI Index before fees and expenses. The fund seeks to achieve its investment objective by investing, under normal market conditions, at least 80% of its net assets directly or indirectly in the securities included in the Victory US Large Cap Volatility Weighted BRI Index, an unmanaged, volatility weighted index created by the Sub-Advisor. The index combines fundamental criteria with individual security risk control achieved through volatility weighting of individual securities.

Grade (RS Rating)

Last Trade

$44.45

Average Daily Volume

17,824

Number of Holdings ^*

284

* may have additional holdings in another (foreign) market

Performance

Period	INFO	TPLC
30 Days	0.43%	-0.28%
60 Days		3.37%
90 Days		5.88%
12 Months		27.36%

35 Overlapping Holdings

Symbol	Grade	Weight in INFO	Weight in TPLC	Overlap
A	D	0.78%	0.31%	0.31%
ANET	C	0.91%	0.2%	0.2%
AVGO	C	1.31%	0.17%	0.17%
AVY	D	0.47%	0.45%	0.45%
BKR	A	0.96%	0.39%	0.39%
CBOE	D	0.73%	0.41%	0.41%
COST	B	0.88%	0.47%	0.47%
DHI	D	0.23%	0.24%	0.23%
DTE	C	0.18%	0.45%	0.18%
EOG	A	0.15%	0.41%	0.15%
EQH	B	0.07%	0.43%	0.07%
ETR	A	0.84%	0.57%	0.57%
FTV	D	0.63%	0.37%	0.37%
LDOS	C	0.89%	0.58%	0.58%
MAS	D	0.73%	0.34%	0.34%
MKC	D	0.21%	0.36%	0.21%
MSCI	A	0.78%	0.29%	0.29%
MTD	F	0.54%	0.23%	0.23%
NEE	C	0.36%	0.31%	0.31%
NOW	B	1.17%	0.27%	0.27%
NRG	B	0.78%	0.26%	0.26%
NTAP	D	0.71%	0.26%	0.26%
NVDA	B	7.33%	0.17%	0.17%
NXPI	F	0.18%	0.23%	0.18%
PH	A	0.13%	0.36%	0.13%
ROST	D	0.41%	0.42%	0.41%
RPM	A	0.33%	0.42%	0.33%
SSNC	D	0.37%	0.48%	0.37%
THC	C	0.1%	0.28%	0.1%
TOL	B	0.06%	0.26%	0.06%
TSLA	B	1.31%	0.24%	0.24%
TT	A	0.91%	0.38%	0.38%
VEEV	C	0.34%	0.35%	0.34%
VRSK	B	0.59%	0.48%	0.48%
WAB	B	0.27%	0.44%	0.27%

INFO Overweight 81 Positions Relative to TPLC

Symbol	Grade	Weight
AAPL	C	6.92%
MSFT	D	6.06%
AMZN	B	4.04%
GOOGL	B	3.97%
META	C	3.07%
JPM	A	1.82%
MA	A	1.59%
CRM	A	1.44%
WMT	A	1.21%
XOM	B	1.17%
MRK	F	1.15%
V	A	1.12%
GE	D	1.1%
NFLX	A	1.07%
WFC	A	1.07%
SYF	A	1.01%
TJX	A	1.01%
GM	A	0.98%
JNJ	D	0.97%
AMAT	F	0.97%
BRK.A	A	0.97%
LMT	D	0.96%
MCK	A	0.94%
QCOM	F	0.93%
LLY	F	0.92%
LRCX	F	0.91%
MSI	A	0.9%
CMCSA	B	0.88%
CI	D	0.86%
SPG	A	0.85%
MMC	C	0.82%
ALL	A	0.81%
HIG	C	0.78%
INTU	A	0.78%
CTVA	D	0.78%
EXC	C	0.76%
PEP	F	0.76%
EQR	C	0.75%
HOLX	D	0.75%
EQIX	B	0.7%
TGT	D	0.67%
SPGI	C	0.67%
MDLZ	F	0.62%
BMY	B	0.6%
MPC	D	0.59%
ECL	D	0.57%
INVH	D	0.55%
AXP	A	0.55%
CL	D	0.54%
KR	B	0.53%
BK	A	0.48%
CNC	F	0.43%
DD	D	0.43%
PYPL	A	0.41%
GDDY	A	0.41%
WDAY	B	0.4%
DASH	B	0.39%
PG	C	0.35%
FTI	A	0.35%
INGR	B	0.35%
UNH	B	0.35%
UBER	C	0.35%
MELI	D	0.34%
ILMN	C	0.33%
ALNY	D	0.31%
ATR	B	0.3%
MU	D	0.26%
EBAY	D	0.25%
CBSH	A	0.24%
UNM	A	0.24%
QRVO	F	0.21%
SNOW	C	0.21%
NOV	D	0.2%
AMD	F	0.2%
AXS	A	0.19%
MTG	C	0.13%
DUK	C	0.13%
NOC	D	0.1%
AMT	D	0.08%
HD	A	0.08%
HLT	A	0.05%

INFO Underweight 249 Positions Relative to TPLC

Symbol	Grade	Weight
RSG	B	-0.63%
ATO	A	-0.62%
NI	A	-0.61%
ITW	B	-0.59%
KMI	A	-0.58%
ICE	D	-0.58%
LIN	D	-0.58%
GD	D	-0.57%
EVRG	A	-0.56%
BRO	B	-0.56%
AEE	A	-0.55%
COR	B	-0.55%
PAYX	B	-0.54%
WMB	A	-0.54%
LNG	A	-0.54%
CMS	C	-0.53%
LNT	A	-0.53%
WEC	A	-0.53%
AJG	A	-0.53%
PKG	B	-0.52%
SO	C	-0.52%
PEG	C	-0.52%
CTAS	B	-0.52%
NDAQ	A	-0.51%
OKE	A	-0.51%
ED	D	-0.51%
VRSN	D	-0.5%
ROP	C	-0.5%
SYK	A	-0.5%
WM	B	-0.5%
AFG	A	-0.5%
UNP	D	-0.5%
CSX	B	-0.5%
IEX	B	-0.49%
SCI	B	-0.49%
TRGP	A	-0.48%
CW	B	-0.47%
GWW	A	-0.47%
CINF	A	-0.47%
GGG	A	-0.47%
SNA	A	-0.47%
CTSH	B	-0.47%
CAH	B	-0.46%
DOV	A	-0.46%
ORLY	A	-0.46%
AEP	C	-0.46%
PPG	F	-0.46%
AME	A	-0.46%
MKL	A	-0.46%
PTC	B	-0.45%
OTIS	D	-0.45%
SYY	D	-0.45%
JKHY	D	-0.45%
SHW	B	-0.44%
IBKR	A	-0.44%
CNP	A	-0.44%
FAST	B	-0.44%
CPRT	A	-0.44%
PFG	C	-0.44%
VMC	B	-0.44%
MORN	B	-0.43%
ROL	A	-0.43%
TW	B	-0.43%
HEI	A	-0.43%
KMB	C	-0.43%
COP	C	-0.43%
ACM	B	-0.42%
JEF	A	-0.42%
FIS	B	-0.42%
GRMN	B	-0.42%
AFL	C	-0.42%
INCY	B	-0.42%
RGA	A	-0.42%
AWK	C	-0.42%
MLM	B	-0.42%
ISRG	A	-0.41%
EXPD	D	-0.41%
TDY	B	-0.41%
TRMB	A	-0.41%
WRB	A	-0.41%
LYB	F	-0.41%
CPB	D	-0.4%
IT	B	-0.4%
RNR	D	-0.4%
CTRA	A	-0.4%
STE	D	-0.4%
ALLE	D	-0.4%
TXRH	A	-0.39%
OXY	F	-0.39%
TDG	D	-0.39%
ACGL	C	-0.39%
USFD	B	-0.39%
SJM	F	-0.38%
XYL	D	-0.38%
TYL	B	-0.38%
TXT	D	-0.38%
PCAR	B	-0.38%
DE	D	-0.38%
REGN	F	-0.38%
EWBC	A	-0.38%
FFIV	B	-0.37%
PAG	A	-0.37%
CLH	C	-0.37%
CPAY	A	-0.37%
JBHT	B	-0.37%
UTHR	B	-0.36%
LPLA	A	-0.36%
EMN	C	-0.36%
RS	B	-0.36%
APH	B	-0.36%
EG	D	-0.36%
DHR	D	-0.35%
LYV	A	-0.35%
HCA	D	-0.35%
KVUE	A	-0.35%
STLD	B	-0.35%
NVR	D	-0.35%
NSC	B	-0.35%
ITT	A	-0.34%
IR	A	-0.34%
SLB	C	-0.34%
WSO	A	-0.34%
TTEK	D	-0.34%
AXON	A	-0.34%
TSCO	D	-0.34%
IP	A	-0.34%
PSX	C	-0.33%
GPC	D	-0.33%
WAT	B	-0.33%
AOS	F	-0.33%
NUE	D	-0.33%
CAT	B	-0.33%
DOCU	A	-0.32%
FCNCA	A	-0.32%
RVTY	D	-0.32%
CSL	B	-0.32%
BG	D	-0.32%
LII	B	-0.32%
HAL	C	-0.32%
DVN	F	-0.32%
UHAL	D	-0.32%
EQT	A	-0.32%
FICO	A	-0.32%
UHS	D	-0.32%
EME	B	-0.31%
OVV	C	-0.31%
ZTS	D	-0.31%
CF	A	-0.31%
OWL	A	-0.31%
DPZ	C	-0.31%
ODFL	B	-0.31%
PR	C	-0.31%
CDW	F	-0.31%
RYAN	A	-0.31%
CMG	B	-0.3%
POOL	D	-0.3%
DVA	C	-0.3%
CASY	B	-0.3%
HII	F	-0.3%
IDXX	F	-0.3%
CRBG	B	-0.3%
CSGP	F	-0.3%
TFX	F	-0.29%
CDNS	B	-0.29%
EFX	F	-0.29%
ZBRA	B	-0.29%
HRL	D	-0.29%
FANG	D	-0.29%
HUBB	B	-0.29%
VLO	C	-0.29%
AKAM	F	-0.28%
DT	C	-0.28%
NBIX	D	-0.28%
IQV	F	-0.28%
BSY	D	-0.28%
HWM	A	-0.28%
KEYS	C	-0.28%
CARR	D	-0.28%
WLK	F	-0.28%
GEHC	D	-0.27%
APP	A	-0.27%
TPL	A	-0.27%
LEN	D	-0.27%
PWR	A	-0.27%
PHM	D	-0.27%
HUM	F	-0.27%
KMX	B	-0.27%
STX	D	-0.26%
SNPS	C	-0.26%
ROK	A	-0.26%
MANH	D	-0.26%
WST	C	-0.26%
PODD	A	-0.26%
BMRN	F	-0.25%
ADI	D	-0.25%
CHRW	A	-0.25%
URI	B	-0.25%
SOLV	C	-0.25%
FTNT	A	-0.25%
COKE	C	-0.24%
ALGN	D	-0.24%
AVTR	F	-0.24%
EPAM	B	-0.24%
DECK	A	-0.24%
BURL	C	-0.24%
DDOG	B	-0.23%
GEV	A	-0.23%
JBL	C	-0.23%
TTD	B	-0.22%
CPNG	C	-0.22%
FND	F	-0.22%
SQ	A	-0.22%
RMD	C	-0.22%
MCHP	F	-0.21%
SWKS	F	-0.21%
COIN	A	-0.21%
BLD	F	-0.21%
FCX	F	-0.21%
FIX	A	-0.21%
WMS	F	-0.21%
HOOD	A	-0.2%
PANW	B	-0.2%
ENTG	F	-0.2%
KNSL	C	-0.2%
WING	F	-0.2%
EW	C	-0.19%
APTV	F	-0.19%
CRWD	B	-0.19%
AES	F	-0.19%
PLTR	A	-0.19%
ON	F	-0.18%
VST	A	-0.18%
CE	F	-0.18%
BLDR	D	-0.18%
DG	F	-0.17%
SRPT	F	-0.17%
PSTG	F	-0.17%
VRT	A	-0.17%
TER	F	-0.16%
CHWY	B	-0.16%
RKT	F	-0.16%
KLAC	F	-0.16%
DXCM	C	-0.15%
FSLR	F	-0.15%
CEG	D	-0.14%
CVNA	A	-0.13%
MPWR	F	-0.12%
ENPH	F	-0.09%
SMCI	F	-0.04%