Summary
WINN Chart
Harbor Targets Transformative Tech Companies With New ETF
On Thursday, Harbor Capital Advisors expanded its fund selection with the release of the Harbor Transformative Technologies ETF (TEC). TEC's objective is to offer long-term capital growth for its investment community.
Harbor Long-Term Growers ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 15,067 | $258,657.26 | $499,621.72 | $240,964.46 | 93.16% |
| WJF William J. Fennie III FIDELITY D & D BAN Corp. Inc. | 8,175 | $191,867.5 | $271,655.25 | $79,787.75 | 41.58% |
| RR rosemary richard WCG Wealth Advisors LLC | 119,524 | $3.72M | $3.96M | $239,240.96 | 6.43% |
 Andrew Endelman Independent Wealth Network Inc. | 26,914 | $745,060.2 | $893,006.52 | $147,946.32 | 19.86% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 34 | $1,103.98 | $1,132.37 | $28.39 | 2.57% |
Harbor Long-Term Growers ETF (WINN) FAQ
What is the stock price today?
On which exchange is it traded?
What is its stock symbol?
Does it pay dividends? What is the current yield?
What is its market cap?
Has Harbor Long-Term Growers ETF ever had a stock split?
Harbor Long-Term Growers ETF Profile
| NYSE Exchange | US Country |
Overview
The described fund is a financial investment vehicle focusing on capital growth through investments in predominantly U.S.-based companies. It aims to identify and invest in companies that show potential for above-average growth over the long term. The fund has a strategic approach that involves a mix of equity securities, including common and preferred stocks. While the fund primarily focuses on U.S. companies, it maintains the flexibility to allocate up to 20% of its total assets in foreign issuers. These can include companies from emerging markets, which may present unique growth opportunities. Notably, the fund operates as a non-diversified fund, meaning it may focus its investments more narrowly than diversified funds. This strategy could lead to higher growth potential, albeit with potentially increased volatility and risk.
Products and Services
- Equity Securities Investment
- Global Market Exposure
- Non-Diversified Fund Strategy
The fund primarily invests in equity securities, which include common stocks that represent ownership in a company and preferred stocks that offer dividends at a fixed rate and have priority over common stocks in the event of liquidation. The focus is on stocks of companies based in the U.S. that demonstrate significant potential for long-term growth.
To diversify its portfolio and seek global growth opportunities, the fund invests up to 20% of its total assets in securities of foreign issuers. This includes companies that are either located or have significant operations in emerging markets. Such investments can offer higher growth opportunities, albeit with increased risk, and help the fund to tap into the potential of global markets.
As a non-diversified fund, it has the capability to invest a larger portion of its assets in a relatively smaller number of investments. This strategy can potentially offer higher rewards due to concentrated exposure to select investments but comes with a higher level of risk compared to diversified funds. The fund's investment approach is designed for investors seeking growth and who are comfortable with the associated risk levels.
