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Harbor ETF Trust - Harbor Osmosis Emerging Markets Resource Efficient (EFFE) ETF Holdings & Analysis
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What EFFE does
EFFE aims to actively invest in equity securities of resource-efficient large- and mid-cap companies in emerging markets. Such companies are defined are those that emit less carbon, use less water, and generate less waste compared to their peers. The fund adviser uses a quantitative strategy based on its Resource Efficiency Scores, predicting companies with higher scores may outperform a broad-based emerging markets index. Companies are scored on carbon emissions, water use, and waste production, standardized into scores for cross-sector comparison. Resource-efficient companies within the top three quintiles of their sector are selected for the portfolio. It may also invest up to 20% in non-resource-efficient investments to align with its benchmark's weightings. Typically holding 70-90 securities, the fund avoids tobacco, certain munitions manufacturers, and companies violating UN Global Compact principles. The portfolio is rebalanced monthly, primarily following the sub-advisers quantitative strategy for buy/sell decisions.
Fund profile
Top holdings
| Holding | Weight | |
|---|---|---|
| WISTRON CORP | 3.86% | |
| TAIWAN SEMICONDUCTOR MANUFAC | 3.64% | |
| KIA CORP | 3.34% | |
| QUANTA COMPUTER INC | 3.28% | |
| WIWYNN CORP | 3.25% | |
| SK HYNIX INC | 2.99% | |
| BHARTI AIRTEL LTD | 2.91% | |
| LG ELECTRONICS INC | 2.85% | |
| BB SEGURIDADE PARTICIPACOES | 2.71% | |
| ACCTON TECHNOLOGY CORP | 2.68% |
Sector allocation
| Technology | 42.08% |
| Financial Services | 18.11% |
| Consumer Cyclical | 9.26% |
| Industrials | 7.55% |
| Communication Services | 5.83% |
| Energy | 5.65% |
| Basic Materials | 5.41% |
| Consumer Defensive | 3.03% |
| Healthcare | 1.80% |
| Real Estate | 1.29% |
Geographic allocation
| Taiwan | 28.75% |
| South Korea | 19.16% |
| China | 15.95% |
| India | 12.14% |
| Brazil | 5.15% |
| Hong Kong | 3.48% |
| South Africa | 3.30% |
| Saudi Arabia | 2.64% |
| Thailand | 1.91% |
| United Arab Emirates | 1.69% |
PortView Portfolio Insights
PortView analyzes how EFFE fits your actual portfolio — position weight, ETF overlap with your other funds, sector and geographic exposure, concentration, and how this fund contributes to your portfolio risk and return. Connect a portfolio to see your personalized figures; PortView never shows another user's private holdings.
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Frequently asked questions
- What does EFFE track?
- EFFE is the Harbor ETF Trust - Harbor Osmosis Emerging Markets Resource Efficient ETF, a Other ETF.
- What is the expense ratio of EFFE?
- Expense ratio data for EFFE is shown on the page when available from our data provider.
- What are the largest holdings in EFFE?
- Top holdings include 3231.TW, 2330.TW, KIA CORP, 2382.TW, 6669.TW.
- How can PortView analyze EFFE overlap with other ETFs?
- PortView computes the holdings overlap between EFFE and the other ETFs and stocks you own, plus your combined sector and geographic exposure, so you can see true diversification.
The information provided by PortView is for informational and educational purposes only and does not constitute investment advice. Market data may be delayed. Past performance does not guarantee future results.