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Harbor PanAgora Dynamic Large Cap Core ETF (INFO)
1W: -0.2% 1M: -4.2% 3M: -3.8% YTD: -3.5% 1Y: +18.4%
$23.69
+0.11 (+0.47%)
After Hours: $23.76 (+0.07, +0.27%)
ETF NYSE · AUM $682.8M
ETF-Level Metrics
AUM$683M
Holdings142
Top 10 Wt40.2%
Beta1.07
% Profitable92%
Coverage99%
Portfolio Valuation
P/E34.1
P/B13.0
P/S8.2
EV/EBITDA23.6
P/FCF42.2
PEG1.28
Profitability & Returns
Gross Margin50.8%
Net Margin24.2%
ROE42.6%
ROA15.3%
ROIC35.2%
Div Yield1.06%
Leverage & Liquidity
Debt/Equity0.50
Debt/Assets0.19
Net Debt/EBITDA0.0x
Interest Cov18.9x
Current Ratio0.99
Quick Ratio0.93
Growth (YoY)
Revenue+17.8%
Net Income+38.2%
EPS+39.7%
FCF+42.3%
EBITDA+31.8%
Rev CAGR 3Y+14.8%
Quality Scores
Piotroski F7.2
Altman Z12.01
IS Quality78.8
IS Overall66.7
IS Value48.4
Median P/E22.7

Sector Breakdown

12 sectors
Sector # Holdings Total Weight % Avg P/E
Technology 28 33.5% 48.6
Financial Services 27 11.5% 13.5
Communication Services 5 10.1% 23.9
Industrials 21 9.4% 31.1
Consumer Cyclical 12 9.0% 55.7
Healthcare 15 8.7% 20.4
Consumer Defensive 7 5.2% 42.1
Energy 7 4.3% 20.0
Utilities 5 3.1% 30.5
Basic Materials 5 2.3% 15.2
Real Estate 5 1.7% 19.2
Other 5 1.1%

Smart Money Overlap

24 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
AVGO Broadcom Inc. 3.19% 4 Bullish 1 10 -0.9%
META Meta Platforms, Inc. 2.73% 4 Bullish 42 14 +0.2%
JNJ Johnson & Johnson 1.40% 4 Bullish 12 2 -0.9%
MA Mastercard Incorporated 1.25% 4 Bullish 13 3 -2.8%
WMT Walmart Inc. 0.99% 4 Bullish 21 3 +2.2%
BK The Bank of New York Mellon Corporation 0.88% 4 Bullish 11 2 -0.7%
AME AMETEK, Inc. 0.81% 4 Bullish 17 1 +1.2%
STT State Street Corporation 0.79% 4 Bullish 1 1 +1.4%
FDX FedEx Corporation 0.69% 4 Bullish 6 1 +14.5%
RTX RTX Corporation 0.68% 4 Bullish 18 3 -0.4%
JPM JPMorgan Chase & Co. 0.62% 4 Bullish 14 9 -3.5%
NOW ServiceNow, Inc. 0.57% 4 Bullish 2 12 -4.6%
GD General Dynamics Corporation 0.54% 4 Bullish 40 1 -1.1%
EOG EOG Resources, Inc. 0.46% 4 Bullish 21 1 +27.1%
TRV The Travelers Companies, Inc. 0.43% 4 Bullish 23 1 -4.7%
NFLX Netflix, Inc. 0.37% 4 Bullish 71 13 -5.0%
ILMN Illumina, Inc. 0.35% 4 Bullish 12 1 -1.6%
CAT Caterpillar Inc. 0.34% 4 Bullish 10 6 -4.4%
GEV GE Vernova Inc. 0.27% 4 Bullish 8 7 +5.7%
ALLE Allegion plc 0.25% 4 Bullish 14 1 +1.0%
Showing 50 of 142 holdings · Page 1 of 3
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 NVIDIA CORP NVDA 8.07% $53.2M 295,123 36.2 $4.3T Technology
2 APPLE INC AAPL 7.20% $47.5M 190,230 31.6 $3.7T Technology
3 ALPHABET INC-CL A GOOGL 6.38% $42.1M 136,856 26.6 $3.5T Communication Services
4 MICROSOFT CORP MSFT 5.03% $33.2M 84,737 23.1 $2.8T Technology
5 BROADCOM INC AVGO 3.19% $21.0M 66,594 60.5 $1.5T Technology
6 AMAZON.COM INC AMZN 3.01% $19.8M 94,539 29.2 $2.3T Consumer Cyclical
7 META PLATFORMS INC-CLASS A META 2.73% $18.0M 29,317 24.8 $1.5T Communication Services
8 ELI LILLY & CO LLY 1.74% $11.5M 12,517 39.9 $865.9B Healthcare
9 COSTCO WHOLESALE CORP COST 1.43% $9.4M 9,609 50.6 $432.5B Consumer Defensive
10 TESLA INC TSLA 1.40% $9.3M 23,582 328.7 $1.4T Consumer Cyclical
11 JOHNSON & JOHNSON JNJ 1.40% $9.2M 38,814 21.7 $578.2B Healthcare
12 MICRON TECHNOLOGY INC MU 1.30% $8.6M 18,624 17.8 $430.9B Technology
13 MASTERCARD INC - A MA 1.25% $8.2M 16,835 30.1 $448.7B Financial Services
14 PHILIP MORRIS INTERNATIONAL PM 1.21% $8.0M 48,604 22.7 $257.6B Consumer Defensive
15 LAM RESEARCH CORP LRCX 1.12% $7.4M 32,986 47.3 $291.5B Technology
16 GENERAL ELECTRIC GE 1.11% $7.4M 24,434 36.4 $312.8B Industrials
17 WELLS FARGO & CO WFC 1.08% $7.1M 93,725 12.0 $247.7B Financial Services
18 ABBVIE INC ABBV 1.04% $6.9M 32,951 87.3 $366.3B Healthcare
19 WALMART INC WMT 0.99% $6.5M 53,440 44.8 $981.1B Consumer Defensive
20 BRISTOL-MYERS SQUIBB CO BMY 0.97% $6.4M 107,869 17.1 $120.0B Healthcare
21 MCKESSON CORP MCK 0.97% $6.4M 6,938 25.0 $108.6B Healthcare
22 JOHNSON CONTROLS INTERNATION JCI 0.90% $5.9M 44,315 25.5 $84.1B Industrials
23 BANK OF NEW YORK MELLON CORP BK 0.88% $5.8M 50,747 15.0 $82.3B Financial Services
24 GENERAL MOTORS CO GM 0.87% $5.8M 78,543 21.3 $71.5B Consumer Cyclical
25 DEVON ENERGY CORP DVN 0.86% $5.7M 118,452 11.8 $31.3B Energy
26 BAKER HUGHES CO BKR 0.84% $5.6M 96,988 23.9 $61.9B Energy
27 EBAY INC EBAY 0.81% $5.4M 58,596 19.9 $40.5B Consumer Cyclical
28 BOOKING HOLDINGS INC BKNG 0.81% $5.4M 1,226 25.4 $136.6B Consumer Cyclical
29 AMETEK INC AME 0.81% $5.4M 25,185 33.4 $49.3B Industrials
30 WABTEC CORP WAB 0.81% $5.4M 22,527 36.1 $42.5B Industrials
31 DTE ENERGY COMPANY DTE 0.81% $5.3M 36,341 20.3 $29.8B Utilities
32 ALLSTATE CORP ALL 0.81% $5.3M 26,087 5.2 $53.1B Financial Services
33 BERKSHIRE HATHAWAY INC-CL B Private BRK/B 0.80% $5.3M 10,965
34 CONSOLIDATED EDISON INC ED 0.80% $5.3M 46,750 19.6 $39.8B Utilities
35 EXXON MOBIL CORP XOM 0.80% $5.3M 33,393 24.5 $680.3B Energy
36 STATE STREET CORP STT 0.79% $5.2M 43,172 12.3 $35.5B Financial Services
37 NRG ENERGY INC NRG 0.79% $5.2M 32,828 33.3 $32.4B Utilities
38 NORTHERN TRUST CORP NTRS 0.79% $5.2M 38,703 15.1 $26.0B Financial Services
39 HOST HOTELS & RESORTS INC HST 0.78% $5.1M 269,063 17.6 $13.4B Real Estate
40 DUPONT DE NEMOURS INC DD 0.78% $5.1M 116,544 -24.6 $19.4B Basic Materials
41 DELTA AIR LINES INC DAL 0.78% $5.1M 80,359 8.8 $44.4B Industrials
42 TYSON FOODS INC-CL A TSN 0.77% $5.1M 83,297 106.0 $21.9B Consumer Defensive
43 INCYTE CORP INCY 0.77% $5.1M 55,246 14.2 $18.4B Healthcare
44 HARTFORD INSURANCE GROUP INC HIG 0.77% $5.1M 38,263 9.7 $37.4B Financial Services
45 SYNCHRONY FINANCIAL SYF 0.75% $5.0M 76,013 6.8 $24.4B Financial Services
46 FEDEX CORP FDX 0.69% $4.5M 12,996 19.4 $85.3B Industrials
47 INTUIT INC INTU 0.68% $4.5M 10,036 27.4 $118.8B Technology
48 RTX CORP RTX 0.68% $4.5M 21,793 39.0 $261.7B Industrials
49 ARISTA NETWORKS INC ANET 0.67% $4.4M 32,612 48.4 $170.0B Technology
50 ROSS STORES INC ROST 0.66% $4.4M 21,181 32.2 $70.3B Consumer Cyclical

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