Skip to content

TECHarbor Transformative Technologies ETF

Grow my money1y track recordRanked #2,739 of 2,992 in this goal

Seeks long-term growth of capital.

By Harbor Capital Advisors Inc · Launched 2025

Annual Cost

0.69%

#3,604 of 5,854 · average

Fund Size

$7M

#5,080 of 5,854 · small

Return (1Y)Goal

+23.3%

Track Record

1 year

#4,251 of 5,854 · young

Performance

Total-return NAV · USD
Growth of $10,000
$12,404+24.0%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Multi cap

Strategy

Active selection

Focus

General Innovation

What it actually holds

By weight

Concentration

Top 10 holdings = 56.3% of fundmoderately concentrated

Apple Inc
7.6%
NVIDIA Corp
7.5%
Broadcom Inc
7.5%
Alphabet Inc
7.3%
Amazon.com Inc
6.2%
Microsoft Corp
5.0%
Taiwan Semiconductor Manufacturing Co Ltd
4.9%
Lam Research Corp
3.8%
Advanced Micro Devices Inc
3.4%
Meta Platforms Inc
3.1%

Asset allocation

Stocks
99.6%
Cash
0.4%

By sector

Technology
72.0%
Communication
11.3%
Consumer Cyclical
8.6%
Healthcare
3.8%
Industrials
2.3%
Utilities
1.1%
Financial Services
0.9%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
23.2%High

Year-on-year price swings

Max drawdown
-17.5%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
Unavailable

Needs 3+ years of history

Sortino (3Y)
Not yet

Needs 3+ years of history

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks long-term growth of capital.
Strategy
Invests primarily in securities of transformative technology companies across the market capitalization spectrum, focusing on U.S. issuers with up to 20% in foreign securities. Concentrates investments in the information technology sector, using bottom-up fundamental research to identify companies with strong growth potential.
Inception date
April 16, 2025
Fund family
Harbor Capital Advisors Inc

What's next?

You've looked at TEC. Save it to your watchlist to weigh it against other funds, then turn your shortlist into a portfolio.

Data updated on 2026-08-04