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SMLL

Harbor Active Small Cap ETF (SMLL)
1W: -0.6% 1M: -6.7% 3M: -13.5% YTD: -5.6% 1Y: -12.7% 3Y: -56.5% 5Y: -53.5%
$18.83
-0.20 (-1.05%)
 
ETF AMEX · AUM $13.9M
ETF-Level Metrics
AUM$14M
Holdings49
Top 10 Wt36.2%
Beta1.35
% Profitable86%
Coverage96%
Portfolio Valuation
P/E20.6
P/B2.7
P/S1.9
EV/EBITDA12.6
P/FCF15.7
PEG4.25
Profitability & Returns
Gross Margin38.8%
Net Margin8.9%
ROE12.5%
ROA3.6%
ROIC10.2%
Div Yield1.56%
Leverage & Liquidity
Debt/Equity0.71
Debt/Assets0.20
Net Debt/EBITDA1.4x
Interest Cov2.8x
Current Ratio0.69
Quick Ratio0.57
Growth (YoY)
Revenue+12.2%
Net Income+24.3%
EPS+25.3%
FCF+17.3%
EBITDA+23.7%
Rev CAGR 3Y+6.8%
Quality Scores
Piotroski F6.5
Altman Z3.49
IS Quality69.0
IS Overall56.0
IS Value53.2
Median P/E19.9

Sector Breakdown

10 sectors
Sector # Holdings Total Weight % Avg P/E
Industrials 14 26.8% 21.8
Financial Services 10 18.7% 15.2
Technology 8 16.2% 21.5
Consumer Cyclical 4 9.2% 15.8
Energy 3 6.5% 27.0
Basic Materials 3 5.7% 27.0
Healthcare 3 5.6% 37.3
Real Estate 2 3.8% 40.3
Consumer Defensive 1 1.2% 21.9
Utilities 1 1.0% 20.9

Smart Money Overlap

0 holdings with signals
No holdings with active convergence signals
Showing 49 of 49 holdings · Page 1 of 1
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 POOL CORP POOL 4.62% $618,339 3,005 18.1 $7.5B Industrials
2 RELIANCE INC RS 4.23% $565,837 1,912 20.5 $15.2B Basic Materials
3 LIBERTY ENERGY INC LBRT 3.79% $507,537 16,041 34.4 $5.1B Energy
4 MORNINGSTAR INC MORN 3.62% $485,023 2,647 19.4 $7.4B Financial Services
5 DOUGLAS DYNAMICS INC PLOW 3.58% $478,797 11,718 19.9 $935M Consumer Cyclical
6 WINTRUST FINANCIAL CORP WTFC 3.56% $476,997 3,649 10.8 $8.9B Financial Services
7 REMITLY GLOBAL INC RELY 3.40% $455,231 29,313 47.4 $3.2B Technology
8 WILLSCOT HOLDINGS CORP WSC 3.30% $441,283 25,332 -58.3 $3.1B Industrials
9 SS&C TECHNOLOGIES HOLDINGS SSNC 3.14% $420,180 5,875 21.7 $17.4B Technology
10 ANDERSEN GROUP INC - A ANDG 3.00% $402,254 14,229 4.8 $3.1B Consumer Cyclical
11 JANUS INTERNATIONAL GROUP IN JBI 2.94% $393,748 72,115 13.5 $729M Industrials
12 UNITED BANKSHARES INC UBSI 2.87% $384,078 9,828 12.0 $5.5B Financial Services
13 PAYLOCITY HOLDING CORP PCTY 2.83% $378,534 3,450 25.8 $6.1B Technology
14 FRESHWORKS INC-CL A FRSH 2.65% $354,588 44,213 12.4 $2.3B Technology
15 ARTISAN PARTNERS ASSET MA -A APAM 2.53% $338,890 9,411 8.1 $2.5B Financial Services
16 TORO CO TTC 2.44% $327,134 3,461 27.5 $9.1B Industrials
17 HILLMAN SOLUTIONS CORP HLMN 2.41% $322,588 40,073 38.0 $1.5B Industrials
18 MIDDLEBY CORP MIDD 2.27% $304,327 2,185 -24.4 $6.8B Industrials
19 APTARGROUP INC ATR 2.25% $300,861 2,422 20.0 $7.9B Healthcare
20 RLJ LODGING TRUST RLJ 2.08% $278,236 36,610 39.2 $1.1B Real Estate
21 STANDARDAERO INC SARO 2.05% $274,207 10,096 30.3 $8.5B Industrials
22 RANGE RESOURCES CORP RRC 2.01% $268,619 6,178 16.1 $10.5B Energy
23 U.S. PHYSICAL THERAPY INC USPH 1.92% $256,651 3,412 72.7 $1.1B Healthcare
24 SHIFT4 PAYMENTS INC-CLASS A FOUR 1.86% $248,795 5,657 26.8 $3.7B Technology
25 RBC BEARINGS INC RBC 1.79% $239,941 438 62.3 $16.8B Industrials
26 PHILLIPS EDISON & COMPANY IN PECO 1.71% $228,708 6,094 41.3 $4.6B Real Estate
27 FACTSET RESEARCH SYSTEMS INC FDS 1.63% $217,795 1,048 13.1 $7.8B Financial Services
28 MONARCH CASINO & RESORT INC MCRI 1.52% $203,886 2,115 17.4 $1.7B Consumer Cyclical
29 NORTHPOINTE BANCSHARES INC NPB 1.47% $197,313 11,703 3.0 $245M Financial Services
30 DOXIMITY INC-CLASS A DOCS 1.46% $195,345 7,880 19.1 $4.6B Healthcare
31 LANDSTAR SYSTEM INC LSTR 1.22% $162,669 1,098 44.2 $5.1B Industrials
32 BOSTON BEER COMPANY INC-A SAM 1.21% $162,091 696 21.9 $2.4B Consumer Defensive
33 HAYWARD HOLDINGS INC HAYW 1.20% $160,812 11,611 19.5 $3.0B Industrials
34 KINSALE CAPITAL GROUP INC KNSL 1.15% $153,949 442 15.0 $7.6B Financial Services
35 CORE & MAIN INC-CLASS A CNM 1.12% $150,097 3,148 20.7 $8.9B Industrials
36 MAPLEBEAR INC CART 1.09% $146,058 3,865 21.1 $9.7B Consumer Cyclical
37 CMS ENERGY CORP CMS 1.03% $138,069 1,782 20.9 $22.8B Utilities
38 MOELIS & CO - CLASS A MC 0.97% $129,425 2,436 17.4 $4.0B Financial Services
39 COMMERCIAL METALS CO CMC 0.93% $124,395 2,024 15.3 $6.7B Basic Materials
40 LYFT INC-A LYFT 0.83% $111,247 8,265 1.9 $5.4B Technology
41 Q2 HOLDINGS INC QTWO 0.81% $108,142 2,190 57.9 $3.0B Technology
42 FORTUNE BRANDS INNOVATIONS I FBIN 0.76% $101,969 2,466 15.6 $4.6B Industrials
43 DT MIDSTREAM INC DTM 0.69% $92,230 689 30.4 $13.4B Energy
44 WEALTHFRONT CORP WLTH 0.65% $86,805 10,664 -22.1 $1.2B Technology
45 SOLSTICE ADV MATERIALS INC SOLS 0.53% $71,136 956 45.2 $10.6B Basic Materials
46 ACCELERANT HOLDINGS-CL A ARX 0.49% $65,774 5,641 -2.1 $2.9B Financial Services
47 FIGURE TECHNOLOGY SOLUT-CL A FIGR 0.45% $60,220 1,788 55.1 $6.1B Financial Services
48 LOAR HOLDINGS INC LOAR 0.37% $49,257 747 76.9 $5.5B Industrials
49 EQUIPMENTSHARE.COM INC-A EQPT 0.29% $39,166 1,596 $5.5B Industrials

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