INFO vs. WCEO ETF Comparison

Comparison of Harbor PanAgora Dynamic Large Cap Core ETF (INFO) to Hypatia Women CEO ETF (WCEO)

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

$20.55

Average Daily Volume

806

Number of Holdings ^*

116

* may have additional holdings in another (foreign) market

WCEO

Hypatia Women CEO ETF

WCEO Description

Hypatia Women CEO ETF ("Fund") seeks to provide capital appreciation. There is no guarantee that the Fund will meet its investment objective. Actively managed Exchange Traded fund (“ETF”) which invests in all publicly traded American companies who have female Chief Executive Officers from small cap to mega cap.

Grade (RS Rating)

Last Trade

$31.39

Average Daily Volume

427

Number of Holdings ^*

129

* may have additional holdings in another (foreign) market

Performance

Period	INFO	WCEO
30 Days	0.87%	-1.38%
60 Days		0.97%
90 Days		3.33%
12 Months		23.09%

13 Overlapping Holdings

Symbol	Grade	Weight in INFO	Weight in WCEO	Overlap
ALNY	D	0.3%	0.44%	0.3%
AMD	F	0.19%	1.73%	0.19%
ANET	C	0.82%	1.93%	0.82%
CNC	F	0.41%	0.97%	0.41%
DD	D	0.42%	0.67%	0.42%
DUK	C	0.13%	0.76%	0.13%
EQIX	A	0.69%	0.67%	0.67%
GM	B	1.02%	0.54%	0.54%
MPC	D	0.61%	0.82%	0.61%
NOC	D	0.1%	0.61%	0.1%
PH	B	0.13%	0.67%	0.13%
ROST	D	0.41%	0.54%	0.41%
SPGI	D	0.69%	0.95%	0.69%

INFO Overweight 103 Positions Relative to WCEO

Symbol	Grade	Weight
NVDA	A	7.25%
AAPL	C	6.96%
MSFT	D	6.1%
AMZN	B	4.08%
GOOGL	B	3.86%
META	C	3.01%
JPM	A	1.87%
MA	B	1.61%
CRM	B	1.54%
TSLA	A	1.38%
AVGO	C	1.22%
WMT	A	1.22%
NOW	B	1.2%
XOM	B	1.16%
V	A	1.13%
NFLX	A	1.13%
MRK	F	1.12%
WFC	A	1.12%
GE	D	1.1%
TJX	A	1.04%
SYF	B	1.01%
BRK.A	B	0.99%
BKR	B	0.97%
TT	A	0.95%
MSI	B	0.95%
LMT	D	0.94%
JNJ	D	0.94%
MCK	A	0.94%
AMAT	F	0.93%
LLY	F	0.91%
QCOM	F	0.89%
COST	A	0.89%
CI	D	0.88%
LRCX	F	0.87%
SPG	A	0.86%
CMCSA	B	0.86%
ETR	A	0.85%
ALL	A	0.83%
MSCI	B	0.82%
INTU	B	0.81%
MMC	D	0.81%
HIG	B	0.79%
LDOS	C	0.78%
EXC	C	0.76%
EQR	C	0.76%
CTVA	C	0.76%
PEP	F	0.76%
NRG	B	0.74%
CBOE	C	0.73%
A	F	0.73%
HOLX	D	0.73%
MAS	D	0.72%
TGT	B	0.68%
NTAP	C	0.68%
FTV	D	0.64%
BMY	A	0.64%
MDLZ	F	0.62%
VRSK	B	0.61%
ECL	D	0.57%
AXP	B	0.56%
INVH	D	0.56%
CL	D	0.55%
KR	B	0.52%
MTD	F	0.48%
BK	B	0.48%
AVY	D	0.46%
GDDY	A	0.43%
PYPL	B	0.43%
WDAY	C	0.42%
DASH	A	0.4%
SSNC	C	0.37%
MELI	D	0.36%
NEE	C	0.36%
INGR	B	0.35%
FTI	A	0.35%
VEEV	C	0.35%
PG	C	0.35%
RPM	B	0.34%
UNH	C	0.34%
UBER	F	0.34%
ILMN	C	0.3%
ATR	B	0.3%
WAB	B	0.27%
CBSH	A	0.25%
UNM	A	0.25%
EBAY	D	0.25%
MU	D	0.23%
DHI	D	0.22%
SNOW	C	0.22%
AXS	A	0.2%
MKC	D	0.2%
QRVO	F	0.19%
NOV	D	0.19%
DTE	C	0.18%
NXPI	F	0.17%
EOG	A	0.16%
MTG	D	0.13%
THC	C	0.09%
AMT	D	0.08%
HD	A	0.08%
EQH	B	0.07%
TOL	B	0.06%
HLT	A	0.05%

INFO Underweight 116 Positions Relative to WCEO

Symbol	Grade	Weight
CLFD	F	-1.79%
LUMN	C	-1.32%
NNBR	C	-1.27%
HMN	B	-1.06%
JXN	C	-1.06%
HUBS	B	-1.05%
WK	C	-1.04%
C	B	-1.03%
EIG	B	-1.03%
PD	C	-1.02%
HAFC	B	-1.02%
LNC	B	-1.02%
EGBN	B	-1.0%
BEN	C	-1.0%
CABO	C	-1.0%
AMAL	B	-1.0%
PGR	B	-0.99%
NDAQ	A	-0.99%
ELV	F	-0.97%
BMBL	C	-0.96%
ORCL	A	-0.96%
WEX	F	-0.96%
PSN	C	-0.95%
NYT	D	-0.92%
SIRI	D	-0.89%
FIS	C	-0.86%
CDW	F	-0.83%
PNM	B	-0.82%
GTLS	A	-0.82%
ALE	A	-0.82%
SWX	A	-0.81%
OXY	F	-0.81%
UPWK	C	-0.79%
POR	C	-0.78%
SUM	B	-0.75%
LNT	A	-0.74%
CWK	C	-0.74%
CC	D	-0.72%
RS	B	-0.72%
LTC	B	-0.72%
OPEN	F	-0.71%
MSEX	B	-0.71%
ASIX	C	-0.7%
TR	B	-0.7%
RLJ	C	-0.7%
REG	A	-0.69%
BROS	A	-0.69%
SHW	C	-0.69%
RUN	F	-0.68%
FCX	F	-0.68%
VVV	D	-0.68%
VSCO	A	-0.68%
FUL	F	-0.68%
ELS	B	-0.67%
MWA	B	-0.67%
ESS	A	-0.66%
KRC	C	-0.66%
CMI	A	-0.66%
HSY	F	-0.65%
PLNT	A	-0.65%
ADP	B	-0.65%
VTR	B	-0.65%
SCS	B	-0.64%
FSS	B	-0.64%
NVT	C	-0.64%
MLKN	F	-0.63%
FNKO	D	-0.63%
VIR	F	-0.63%
TRN	A	-0.63%
TPR	B	-0.63%
SAIC	F	-0.63%
NPK	C	-0.62%
GD	D	-0.62%
ACN	C	-0.61%
HAIN	D	-0.61%
ATI	C	-0.61%
EXPO	D	-0.6%
EXPE	B	-0.59%
BRBR	A	-0.58%
BBWI	C	-0.58%
BPMC	C	-0.58%
FL	F	-0.58%
FIGS	F	-0.58%
SIBN	F	-0.58%
ITCI	B	-0.57%
ARCB	C	-0.57%
MATV	F	-0.57%
TMHC	B	-0.57%
HALO	F	-0.57%
CLX	A	-0.56%
LZB	B	-0.56%
MTN	C	-0.56%
GBX	B	-0.55%
JBHT	C	-0.55%
CBRL	C	-0.55%
TWST	F	-0.54%
ANF	C	-0.54%
UTHR	C	-0.54%
WSM	D	-0.53%
DKS	D	-0.53%
LEVI	F	-0.53%
COTY	F	-0.52%
BBY	D	-0.52%
INSW	F	-0.5%
UPS	C	-0.5%
VRTX	D	-0.5%
AMN	F	-0.49%
TERN	F	-0.49%
ZTS	D	-0.46%
CE	F	-0.45%
AHCO	D	-0.44%
OLPX	D	-0.44%
JBLU	F	-0.44%
IGMS	F	-0.43%
BKD	F	-0.43%
MDU	D	-0.37%