HAPI - ETF AI Analysis
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Harbor Corporate Culture ETF (HAPI)
Rating:74Outperform
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown solid gains so far this year and in recent months, indicating positive momentum.
Leading Growth Companies in Top Holdings
Several major positions like Amazon, Nvidia, Alphabet, Meta, and Cisco have delivered strong year-to-date results, helping drive the fund’s returns.
Broad Sector Diversification
Holdings spread across technology, communication services, financials, consumer sectors, health care, and more help reduce the impact of weakness in any single industry.
Negative Factors
Heavy Tilt Toward Technology and Communication
A large share of the portfolio is in technology and communication services, which can make the fund more sensitive to swings in those sectors.
Underperforming Mega-Cap Holdings
Some large positions such as Microsoft, Apple, Netflix, JPMorgan, and Eli Lilly have shown weak year-to-date performance, which can drag on overall returns if the trend continues.
High U.S. Concentration
With nearly all assets invested in U.S. companies, the fund offers little geographic diversification and is heavily tied to the U.S. market’s fortunes.
HAPI vs. SPDR S&P 500 ETF (SPY)
AUM481.34M
RegionNorth America
Expense Ratio0.35%
Beta0.98
IssuerHarbor
Inception DateOct 12, 2022
Dividend Yield0.79%
Asset ClassEquity
Index TrackedHuman Capital Factor Large Cap index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume2,320
30 Day Avg. Volume2,208
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
52.87Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering154
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
HAPI Summary
The Harbor Corporate Culture ETF (HAPI) tracks the Human Capital Factor Large Cap Index, focusing on large U.S. companies known for strong workplace culture, ethics, and employee treatment. It holds many well-known names such as Amazon and Apple, along with other major tech and financial firms. Someone might invest in HAPI to seek long-term growth from leading companies while also supporting businesses that value their people and corporate responsibility. However, the fund is heavily invested in large U.S. technology-related stocks, so its price can rise and fall sharply with swings in the tech sector and overall stock market.
How much will it cost me?The Harbor Corporate Culture ETF (HAPI) has an expense ratio of 0.35%, which means you’ll pay $3.50 per year for every $1,000 invested. This cost is slightly higher than average because it is actively managed, focusing on companies with strong corporate cultures rather than tracking a broad index. Active management often involves more research and decision-making, which can increase expenses.
What would affect this ETF?The Harbor Corporate Culture ETF (HAPI) could benefit from strong performance in the technology sector, which makes up a significant portion of its holdings, as well as growing investor interest in companies with positive workplace environments and ethical governance. However, it may face challenges if economic conditions weaken, particularly in North America, or if regulatory changes impact large-cap companies in sectors like technology and financials. Additionally, rising interest rates could negatively affect growth-oriented sectors like technology and communication services.
HAPI Top 10 Holdings
HAPI is leaning heavily into U.S. Big Tech, with names like Alphabet, Apple, Amazon, and Nvidia doing most of the heavy lifting as they continue to rise on the back of AI and cloud momentum. Cisco has been a surprise bright spot, sprinting ahead and giving the fund an extra boost. On the flip side, Microsoft and Meta are losing a bit of steam, and Netflix has been choppy, which slightly tugs on returns. Overall, the ETF is tech- and communication-services centric, with only modest ballast from financials and health care.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Amazon | 5.55% | $26.72M | $2.57T | 13.84% | 71 Outperform | |
| Alphabet Class A | 5.44% | $26.19M | $4.35T | 108.94% | 85 Outperform | |
| Apple | 5.27% | $25.34M | $4.28T | 49.39% | 79 Outperform | |
| Nvidia | 5.19% | $24.99M | $4.97T | 46.83% | 76 Outperform | |
| Microsoft | 4.51% | $21.68M | $2.90T | -16.57% | 79 Outperform | |
| Meta Platforms | 4.10% | $19.73M | $1.44T | -15.47% | 76 Outperform | |
| Cisco Systems | 3.47% | $16.70M | $477.31B | 83.44% | 77 Outperform | |
| JPMorgan Chase | 2.99% | $14.40M | $859.37B | 18.14% | 72 Outperform | |
| Netflix | 2.57% | $12.38M | $338.30B | -33.35% | 73 Outperform | |
| Eli Lilly & Co | 2.42% | $11.63M | $1.07T | 39.84% | 72 Outperform |
HAPI Technical Analysis
Positive
―
Price Trends
43.34
Positive
42.10
Positive
41.22
Positive
Market Momentum
0.25
Positive
60.20
Neutral
51.95
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For HAPI, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 44.29, equal to the 50-day MA of 43.34, and equal to the 200-day MA of 41.22, indicating a bullish trend. The MACD of 0.25 indicates Positive momentum. The RSI at 60.20 is Neutral, neither overbought nor oversold. The STOCH value of 51.95 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for HAPI.
HAPI Peer Comparison
Comparison Results
Performance Comparison
HAPI
Harbor Corporate Culture ETF
44.77
8.41
23.13%
MODL
VictoryShares WestEnd U.S. Sector ETF
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SPHB
Invesco S&P 500 High Beta ETF
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DSPY
Tema S&P 500 Historical Weight ETF Strategy
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QLC
FlexShares US Quality Large Cap Index Fund
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FTQI
First Trust Hedged BuyWrite Income ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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