HAPI - ETF AI Analysis
Top Page
Harbor Corporate Culture ETF (HAPI)
Rating:74Outperform
Price Target:―
Positive Factors
Strong Overall Performance
The ETF has delivered strong gains so far this year, showing solid momentum for investors.
Leading Technology and Growth Companies
Top holdings like Apple, Amazon, Alphabet, Nvidia, JPMorgan, Cisco, and Eli Lilly have generally shown strong or steady performance, helping support the fund’s returns.
Broad Sector Diversification
The fund spreads its investments across many sectors, including technology, communication services, financials, health care, and consumer-related industries, which helps reduce reliance on any single area of the market.
Negative Factors
Heavy Tilt Toward Technology
A large portion of the portfolio is in technology stocks, which can make the fund more sensitive to swings in that sector.
Underperforming Major Holdings
Some big positions such as Meta, Microsoft, and Netflix have shown weak or lagging performance this year, which can drag on the ETF’s results.
Limited Geographic Diversification
Almost all of the fund’s assets are invested in U.S. companies, offering little protection if the U.S. market faces a downturn.
HAPI vs. SPDR S&P 500 ETF (SPY)
AUM506.63M
RegionNorth America
Expense Ratio0.35%
Beta0.97
IssuerHarbor
Inception DateOct 12, 2022
Dividend Yield0.76%
Asset ClassEquity
Index TrackedHuman Capital Factor Large Cap index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume843
30 Day Avg. Volume1,720
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
54.61Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering156
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
HAPI Summary
HAPI, the Harbor Corporate Culture ETF, tracks the Human Capital Factor Large Cap index, focusing on big U.S. companies known for strong workplace cultures and responsible management. It holds well-known names like Apple and Amazon, along with other major tech, financial, and healthcare firms, giving investors broad exposure to leading businesses. Someone might invest in HAPI to seek long-term growth while supporting companies that value their employees and ethical practices. A key risk is that it is heavily tilted toward large U.S. tech-related stocks, so its price can rise or fall sharply with that part of the 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 leans heavily into U.S. Big Tech, with Microsoft and Nvidia doing much of the heavy lifting as their cloud and AI stories keep the fund’s tech engine humming. Apple and Amazon are still solid pillars, though Apple looks like it’s losing a bit of steam in the near term and Amazon’s momentum has been choppy. Alphabet is steady but not spectacular, while Meta and Netflix have been dragging performance with more mixed, headline-driven trading. Outside tech, JPMorgan and Eli Lilly add a stabilizing dose of financial and healthcare strength to this largely U.S.-centric, innovation-focused mix.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Amazon | 5.76% | $29.19M | $2.82T | 13.60% | 71 Outperform | |
| Microsoft | 5.45% | $27.58M | $3.65T | -2.05% | 79 Outperform | |
| Apple | 5.40% | $27.33M | $4.52T | 35.99% | 79 Outperform | |
| Nvidia | 5.05% | $25.57M | $5.16T | 15.45% | 76 Outperform | |
| Alphabet Class A | 4.93% | $24.94M | $4.22T | 64.84% | 85 Outperform | |
| Meta Platforms | 3.97% | $20.08M | $1.45T | -22.91% | 76 Outperform | |
| JPMorgan Chase | 3.17% | $16.03M | $948.15B | 19.12% | 72 Outperform | |
| Cisco Systems | 3.06% | $15.51M | $437.93B | 64.17% | 77 Outperform | |
| Netflix | 2.48% | $12.57M | $342.40B | -33.42% | 73 Outperform | |
| Eli Lilly & Co | 2.41% | $12.23M | $1.16T | 62.01% | 72 Outperform |
HAPI Technical Analysis
Positive
―
Price Trends
45.12
Positive
44.27
Positive
42.55
Positive
Market Momentum
0.40
Positive
63.62
Neutral
77.18
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 46.28, equal to the 50-day MA of 45.12, and equal to the 200-day MA of 42.55, indicating a bullish trend. The MACD of 0.40 indicates Positive momentum. The RSI at 63.62 is Neutral, neither overbought nor oversold. The STOCH value of 77.18 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
46.66
7.30
18.55%
DSPY
Tema S&P 500 Historical Weight ETF Strategy
―
―
―
IUS
Invesco RAFI Strategic US ETF
―
―
―
CVLC
Calvert US Large-Cap Core Responsible Index ETF
―
―
―
FTQI
First Trust Hedged BuyWrite Income ETF
―
―
―
SPHB
Invesco S&P 500 High Beta ETF
―
―
―
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: ―
Table of Contents