WINNHarbor Long-Term Growers ETF
Seeks long-term growth of capital.
By Harbor Capital Advisors Inc · Launched 2022
Annual Cost
0.57%
#3,001 of 5,853 · average
Fund Size
$1.1B
#1,063 of 5,853 · large
Return (1Y)Goal
+8.6%
Track Record
4 years
#2,540 of 5,853 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$10,842+8.4%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 10 holdings = 61.0% of fundconcentrated
NVIDIA Corp
11.2%
Alphabet Inc
8.2%
Amazon.com Inc
8.2%
Broadcom Inc
7.6%
Apple Inc
7.5%
Microsoft Corp
6.6%
Meta Platforms Inc
3.7%
Eli Lilly & Co
2.8%
Mastercard Inc
2.6%
Netflix Inc
2.6%
Asset allocation
Stocks
98.9%
Cash
1.1%
By sector
Technology
48.8%
Communication
13.0%
Consumer Cyclical
12.4%
Healthcare
9.3%
Industrials
7.5%
Financial Services
4.7%
Consumer Defensive
2.7%
Utilities
1.2%
Other
0.4%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
17.6%Moderate
Year-on-year price swings
Max drawdown
-32.3%Severe
Worst peak-to-trough loss
Sharpe (3Y)
0.81Decent risk-adjusted returns
Sortino (3Y)
1.18Good downside protection
Listing
- Exchange
- New York Stock Exchange
Full fund details
- Objective
- Seeks long-term growth of capital.
- Strategy
- Invests primarily in equity securities of U.S. companies, focusing on mid- and large-capitalization firms with above-average growth prospects. The Subadvisor employs a proprietary combination of bottom-up fundamental research and systematic portfolio construction to build a high-conviction portfolio.
- Inception date
- February 2, 2022
- Fund family
- Harbor Capital Advisors Inc
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Data updated on 2026-08-02