HAPS - ETF AI Analysis
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Harbor Corporate Culture Small Cap ETF (HAPS)
HAPS, the Harbor Corporate Culture Small Cap ETF, has a solid overall rating driven by strong contributors like Phillips Edison & Company and Atricure, which show robust growth, positive momentum, and generally healthy financials despite some valuation concerns. The fund’s score is held back by weaker names such as Twist Bioscience and Kymera Therapeutics, where profitability, cash flow, and valuation challenges create risk. A key risk factor is the presence of several holdings with bearish technical trends or operational issues, which could add volatility even though the ETF is diversified across multiple companies.
HAPS vs. SPDR S&P 500 ETF (SPY)
- AUM
- 175.63M
- Region
- North America
- Expense Ratio
- 0.61%
- Beta
- 0.98
- Issuer
- Harbor
- Inception Date
- Apr 12, 2023
- Dividend Yield
- 0.47%
- Asset Class
- Equity
- Index Tracked
- Human Capital Factor Small Cap Index - Benchmark TR Gross
HAPS Summary
Harbor Corporate Culture Small Cap ETF (HAPS) invests in smaller U.S. companies that score well on workplace culture and people management. It follows the Human Capital Factor Small Cap Index, focusing on businesses where employee satisfaction and strong leadership are seen as drivers of long-term growth. The fund spreads money across many sectors, including health care, technology, and financials, with holdings like Twist Bioscience and Magnolia Oil & Gas. Someone might invest for growth potential and diversification into smaller, culture-focused companies. A key risk is that small-cap stocks can be more volatile and may go up and down more than larger, established companies.
How much will it cost me?
This ETF has an expense ratio of 0.61%, which means you’ll pay about $6.10 per year for every $1,000 you invest. That’s higher than the average low-cost index ETF because this fund is more specialized and actively managed around factors like corporate culture in small-cap companies.
What would affect this ETF?
This ETF focuses on U.S. small-cap companies with strong corporate cultures, so it could benefit if the economy grows, investors favor smaller companies, and sectors like health care, technology, and financials continue to innovate and hire talent. On the downside, it may be hurt by rising interest rates, economic slowdowns that hit small businesses harder, or regulatory and market pressures on key areas such as health care, energy, and real estate where several of its top holdings operate.
HAPS Top 10 Holdings
HAPS is leaning into U.S. small caps with a clear tilt toward health care and energy names that are setting the tone for returns. Twist Bioscience has been a bit of a roller coaster—strong over the longer stretch but lately losing steam—while Kymera Therapeutics and Atricure are rising and helping power the fund’s health care engine. Magnolia Oil & Gas adds a steady, energy-driven tailwind. On the flip side, steadier but softer movers like Avnet and Sensient Technologies have been more of a brake than a boost, keeping overall momentum in check.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 TWST | Twist Bioscience | 2.96% | $5.20M | $10.06B | 390.15% | 43Neutral |
 KYMR | Kymera Therapeutics | 2.14% | $3.77M | $10.81B | 106.10% | 56Neutral |
 MGY | Magnolia Oil & Gas | 2.04% | $3.58M | $7.10B | 18.25% | 65Neutral |
 OGN | Organon | 1.96% | $3.44M | $3.63B | 110.65% | 53Neutral |
 PECO | Phillips Edison & Company | 1.95% | $3.43M | $5.48B | 14.31% | 75Outperform |
 APLE | Apple Hospitality REIT | 1.93% | $3.40M | $4.37B | 62.46% | 64Neutral |
 AVT | Avnet | 1.87% | $3.28M | $7.25B | 82.91% | 67Neutral |
 SXT | Sensient Technologies | 1.74% | $3.06M | $5.01B | 31.06% | 63Neutral |
 ATRC | Atricure | 1.43% | $2.52M | $3.12B | 79.67% | 71Outperform |
HAPS Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For HAPS, the sentiment is Positive. The current price of 37.74 is above the 20-day moving average (MA) of 37.00, above the 50-day MA of 37.35, and above the 200-day MA of 35.17, indicating a bullish trend. The MACD of 0.22 indicates Negative momentum. The RSI at 57.11 is Neutral, neither overbought nor oversold. The STOCH value of 84.87 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for HAPS.
HAPS Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| HAPS | $37.74 | $39.00(3.34% Upside) | $175.63M | 0.61% | 62Neutral |
 SFLO | $40.04 | $48.19(20.36% Upside) | $900.13M | 0.49% | 68Neutral |
 OUSM | $48.59 | $54.09(11.32% Upside) | $814.77M | 0.48% | 72Outperform |
 BBSC | $85.90 | $110.09(28.17% Upside) | $751.21M | 0.09% | 64Neutral |
 JHSC | $47.31 | $56.91(20.28% Upside) | $703.14M | 0.42% | 67Neutral |
 EES | $66.16 | $80.06(21.01% Upside) | $697.59M | 0.38% | 67Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| HAPS | Harbor Corporate Culture Small Cap ETF | 37.74 | 7.13 | 23.29% | |
| SFLO | VictoryShares Small Cap Free Cash Flow ETF | 40.04 | 11.66 | 41.10% | |
| OUSM | OShares U.S. Small-Cap Quality Dividend ETF | 48.59 | 5.99 | 14.06% | |
| BBSC | JPMorgan BetaBuilders U.S. Small Cap Equity ETF | 85.90 | 11.75 | 15.84% | |
| JHSC | John Hancock Multifactor Small Cap ETF | 47.31 | 6.22 | 15.13% | |
| EES | WisdomTree U.S. SmallCap Fund | 66.16 | 11.96 | 22.08% |
This 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.