PortView
Harbor ETF Trust - Harbor Osmosis International Resource Efficient (EFFI) ETF Holdings & Analysis
ETFOther
Track EFFI in your portfolio for free · Portfolio tracker
What EFFI does
EFFI is actively managed investing in resource-efficient companies. These companies are characterized by lower carbon emissions, reduced water consumption, and minimal waste generation. The fund uses a proprietary quant strategy based on resource efficiency scores to predict companies that may outperform the MSCI World ex-US Index. It involves scoring companies relative to their sector peers on publicly reported carbon emissions, water use, and waste production. Companies in the financial sector do not receive scores because they are considered resource-efficient. Additionally, it does not invest in companies that breach the United Nations Global Compacts social and governance safeguards. The fund typically holds 70 to 90 equities, selected from the MSCI World ex US Index, having resource efficiency scores ranking within the top three quintiles compared to other evaluated companies within their respective sectors. Holdings are rebalanced monthly.
Fund profile
Top holdings
| Holding | Weight | |
|---|---|---|
| OBIC CO LTD | 4.12% | |
| RECRUIT HOLDINGS CO LTD | 3.94% | |
| L'OREAL | 3.80% | |
| SONOVA HOLDING AG-REG | 3.67% | |
| TOYOTA TSUSHO CORP | 3.50% | |
| KEYENCE CORP | 3.47% | |
| GLENCORE PLC | 3.36% | |
| MERCEDES-BENZ GROUP AG | 3.26% | |
| LUNDIN GOLD INC | 3.07% | |
| SWEDISH ORPHAN BIOVITRUM AB | 3.07% |
Sector allocation
| Financial Services | 27.15% |
| Industrials | 13.86% |
| Technology | 10.67% |
| Healthcare | 9.24% |
| Consumer Cyclical | 8.70% |
| Basic Materials | 8.09% |
| Communication Services | 6.31% |
| Consumer Defensive | 6.22% |
| Energy | 5.40% |
| Utilities | 2.67% |
| Real Estate | 1.69% |
Geographic allocation
| Japan | 21.88% |
| Canada | 11.04% |
| Switzerland | 10.96% |
| United Kingdom | 8.11% |
| France | 7.77% |
| Germany | 6.84% |
| Australia | 5.20% |
| Netherlands | 4.66% |
| Sweden | 4.02% |
| Italy | 3.24% |
PortView Portfolio Insights
PortView analyzes how EFFI 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.
Analyze EFFI in PortView →Related securities
Related stocks
Frequently asked questions
- What does EFFI track?
- EFFI is the Harbor ETF Trust - Harbor Osmosis International Resource Efficient ETF, a Other ETF.
- What is the expense ratio of EFFI?
- Expense ratio data for EFFI is shown on the page when available from our data provider.
- What are the largest holdings in EFFI?
- Top holdings include 4684.T, 6098.T, OR.PA, SOON.SW, 8015.T.
- How can PortView analyze EFFI overlap with other ETFs?
- PortView computes the holdings overlap between EFFI 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.