SMLL
Harbor Active Small Cap ETF·ARCA
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Key Stats
Assets Under Management
13.36MUSD
Fund Flow (1Y)
-286.20KUSD
Dividend Yield
2.47%
Discount / Premium to NAV
0.00%
Shares Outstanding
700.00K
Expense Ratio
0.80%
About Harbor Active Small Cap ETF
Issuer
Harbor Capital Advisors, Inc.
Brand
Harbor
Inception Date
Aug 28, 2024
Structure
Open-Ended Fund
Index Tracked
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Management Style
Active
Dividend Treatment
Distributes
Distribution Tax Treatment
Qualified dividends
Income Tax Type
Capital Gains
Max ST Capital Gains Rate
39.60%
Max LT Capital Gains Rate
20.00%
Primary Advisor
Harbor Capital Advisors, Inc.
Distributor
Foreside Fund Services LLC
Managed by Byron Place Capital Management and led by portfolio manager Glenn Gawronski, SMLL offers a distinct opportunity to access the small cap blend space through an active ETF structure. Despite the sizeable small cap blend universe, the number of active ETFs in this space is limited, making SMLL an attractive option.
Classification
Asset Class
Equity
Category
Size and Style
Focus
Small Cap
Niche
Broad-based
Strategy
Active
Geography
U.S.
Weighting Scheme
Proprietary
Selection Criteria
Proprietary
Analysis
Holdings
Symbol
Ratio
POOL
Pool
4.62%
RS
Reliance
4.18%
WTFC
Wintrust Financial
3.67%
PLOW
Douglas Dynamics
3.63%
RELY
Remitly Global
3.56%
Symbol
Ratio
LBRT
Liberty Energy
3.50%
MORN
Morningstar
3.45%
WSC
WillScot Holdings
3.43%
SSNC
Ss&c Technologies
3.14%
PCTY
Paylocity Holding
2.97%
Top 10 Weight 36.15%
49 Total Holding
See all holdings
Related Funds
Seasonals
Volume Profile
Trade Flow Insight
Community
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