— Know what they know.
Not Investment Advice

AGGS

Harbor Disciplined Bond ETF (AGGS)
1W: +0.4% 1M: -1.6% 3M: -1.0% YTD: -0.1% 1Y: +4.0%
$40.74
+0.00 (+0.00%)
After Hours: $35.11 (-5.63, -13.83%)
Weekly Expected Move ±0.7%
$40 $40 $41 $41 $41
ETF AMEX · AUM $30.3M
ETF-Level Metrics
AUM$30M
Holdings150
Top 10 Wt217.5%
Beta0.16
% Profitable74%
Coverage44%
Portfolio Valuation
P/E26.8
P/B3.3
P/S2.3
EV/EBITDA16.7
P/FCF18.7
PEG5.70
Profitability & Returns
Gross Margin31.1%
Net Margin7.3%
ROE11.1%
ROA1.7%
ROIC6.0%
Div Yield2.21%
Leverage & Liquidity
Debt/Equity1.85
Debt/Assets0.29
Net Debt/EBITDA4.7x
Interest Cov1.5x
Current Ratio0.44
Quick Ratio0.41
Growth (YoY)
Revenue+13.4%
Net Income+5.9%
EPS+5.7%
FCF+4.2%
EBITDA+17.6%
Rev CAGR 3Y+11.0%
Quality Scores
Piotroski F6.0
Altman Z2.16
IS Quality65.4
IS Overall51.2
IS Value48.5
Median P/E28.4

Sector Breakdown

12 sectors
Sector # Holdings Total Weight % Avg P/E
Other 119 34.2%
Communication Services 11 19.8% 11.0
Real Estate 35 13.7% 31.5
Technology 32 12.4% 60.9
Financial Services 26 6.7% 61.6
Consumer Cyclical 10 3.2% 7.8
Industrials 12 3.2% 11.9
Utilities 8 2.1% 23.0
Consumer Defensive 7 1.5% -5.3
Healthcare 4 1.1% 6.3
Energy 6 1.0% 48.7
Basic Materials 1 0.2% -2955.0

Smart Money Overlap

14 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
T AT&T Inc. 5.81% 4 Bullish 28 5 -2.3%
T AT&T Inc. 4.72% 4 Bullish 28 5 -2.3%
T AT&T Inc. 4.42% 4 Bullish 28 5 -2.3%
T AT&T Inc. 2.34% 4 Bullish 28 5 -2.3%
T AT&T Inc. 0.47% 4 Bullish 28 5 -2.3%
T AT&T Inc. 0.39% 4 Bullish 28 5 -2.3%
EXC Exelon Corporation 0.39% 4 Bullish 8 1 +0.6%
KMI Kinder Morgan, Inc. 0.38% 4 Bullish 6 3 +1.3%
KKR KKR & Co. Inc. 0.38% 4 Bullish 13 1 -2.7%
SCHW The Charles Schwab Corporation 0.24% 4 Bullish 12 3 +1.5%
VRSK Verisk Analytics, Inc. 0.21% 4 Bullish 12 1 +1.4%
T AT&T Inc. 0.20% 4 Bullish 28 5 -2.3%
COP ConocoPhillips 0.11% 4 Bullish 1 3 +22.3%
COP ConocoPhillips 0.04% 4 Bullish 1 3 +22.3%
Showing 50 of 271 holdings · Page 1 of 6
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 US TREASURY N/B T 5.81% $2.2M 2,357,000 9.3 $198.2B Communication Services
2 US TREASURY N/B T 4.72% $1.8M 1,913,000 9.3 $198.2B Communication Services
3 US TREASURY N/B T 4.42% $1.7M 1,767,000 9.3 $198.2B Communication Services
4 US TREASURY N/B T 2.34% $905,702 929,000 9.3 $198.2B Communication Services
5 G2 MA7589 Private G2 1.07% $415,749 482,844
6 FR SD7565 FR 1.00% $386,009 378,325 31.4 $7.8B Real Estate
7 FR SD7563 FR 0.86% $330,824 338,006 31.4 $7.8B Real Estate
8 FR SD8474 FR 0.78% $301,612 305,207 31.4 $7.8B Real Estate
9 FR SD7548 FR 0.78% $300,039 347,602 31.4 $7.8B Real Estate
10 FR SD7544 FR 0.75% $290,764 323,782 31.4 $7.8B Real Estate
11 FN CA6635 FN 0.67% $257,838 298,844 53.4 $20.0B Technology
12 ATLAS WAREHOUSE LEND Private ATWALD 0.65% $253,329 250,000
13 CIFC 2024-3A A1 CIFC 0.65% $250,665 250,000 864.0 Financial Services
14 APID 2021-35A A Private APID 0.65% $250,284 250,000
15 AIMCO 2018-BA AR3 Private AIMCO 0.65% $250,000 250,000
16 CGMS 2022-1A A1R CGMS 0.65% $249,603 250,000 $4.4B Financial Services
17 DEPOSITORY TRUST & CLEAR Private DEPTCC 0.64% $248,862 250,000
18 FR SD7568 FR 0.64% $246,802 240,971 31.4 $7.8B Real Estate
19 FN MA4305 FN 0.64% $246,704 303,620 53.4 $20.0B Technology
20 FN CB3108 FN 0.63% $244,829 285,340 53.4 $20.0B Technology
21 FN CB4354 FN 0.62% $241,790 241,585 53.4 $20.0B Technology
22 FN CB4105 FN 0.61% $237,778 236,330 53.4 $20.0B Technology
23 PLNT 2019-1A A2 PLNT 0.58% $224,525 234,375 27.9 $5.9B Consumer Cyclical
24 NEXSTAR MEDIA INC NXST 0.56% $215,988 214,000 50.2 $5.5B Communication Services
25 ING GROEP NV Private INTNED.AS 0.55% $211,451 200,000
26 FR SD8182 FR 0.55% $210,944 260,447 31.4 $7.8B Real Estate
27 FN CB2857 FN 0.54% $209,780 244,046 53.4 $20.0B Technology
28 BARCLAYS PLC Private BACR.L 0.54% $208,522 200,000
29 DIAGEO INVESTMENT CORP Private DGELN 0.54% $207,372 200,000
30 FN CB4558 FN 0.54% $207,030 206,407 53.4 $20.0B Technology
31 LLOYDS BANKING GROUP PLC Private LLOYDS.L 0.53% $203,964 200,000
32 JBS NV/USA FOODS/FOOD CO Private JBS.AS 0.53% $203,686 220,000
33 ELMW1 2019-1A A1R3 Private ELMW1 0.52% $202,087 203,000
34 ASHTEAD CAPITAL INC Private AHTLN 0.52% $202,054 200,000
35 FN MA3238 FN 0.52% $199,948 214,906 53.4 $20.0B Technology
36 FORD MOTOR CREDIT CO LLC F 0.51% $198,564 200,000 -5.6 $45.4B Consumer Cyclical
37 FERGUSON FINANCE PLC Private FERGLN.L 0.51% $196,740 200,000
38 MSRM 2026-1 A4 MSRM 0.50% $194,819 196,000 -26.5 Consumer Defensive
39 BBCMS 2024-5C29 A3 Private BBCMS 0.50% $194,429 191,000
40 BEIGNET INVESTOR LLC Private RPLDCI 0.49% $190,413 184,000
41 G2 MA9240 Private G2 0.49% $190,290 191,114
42 WEN 2025-1A A2I WEN 0.48% $184,506 186,532 7.9 $1.3B Consumer Cyclical
43 COTY/HFC PRESTIGE/INT US COTY 0.48% $184,102 190,000 -3.4 $1.8B Consumer Defensive
44 VBTEL 2022-1A C2I Private VBTEL 0.47% $182,362 187,000
45 SBL HOLDINGS INC Private SECBEN 0.47% $181,746 211,000
46 US TREASURY N/B T 0.47% $181,286 185,000 9.3 $198.2B Communication Services
47 FR SL3870 FR 0.47% $180,685 188,495 31.4 $7.8B Real Estate
48 SONOCO PRODUCTS CO SON 0.46% $179,650 180,000 5.4 $5.4B Consumer Cyclical
49 FN FM8779 FN 0.46% $179,390 208,243 53.4 $20.0B Technology
50 FN CB4307 FN 0.46% $178,953 178,801 53.4 $20.0B Technology
1 2 3 ... 6 Next →

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms