SMLL

Investor Moves

Name	Value	Action	Change	Price	Last Price
Ken GriffinCitadel Advisors $-438.1K ExitQ1 2026 $438k -- $20.42
Ken GriffinCitadel Advisors $-214.6K ExitQ3 2025 $215k -- $20.42
Ken GriffinCitadel Advisors $-157.0K TrimQ2 2025 $157k -- $20.42

Trade SMLL

About Harbor Active Small Cap ETF (SMLL)

The Harbor Active Small Cap ETF (SMLL) strives to achieve strong long-term total returns by investing in U.S. small-capitalization companies that are part of the Russell 2000 Index. Utilizing a proprietary bottom-up analysis, SMLL carefully constructs a concentrated portfolio of approximately 30 to 80 companies. These selections are based on their sustainable competitive advantages, robust business models, and reliable cash flow generation. The selection process incorporates key metrics such as Price to Free Cash Flow, Return on Invested Capital, and an examination of insider share purchases. Additionally, the fund scrutinizes a company's competitive position within its industry and the management's proficiency in deploying capital. Ongoing valuation analysis is key to determining a stock's intrinsic worth and identifying when it trades below this estimated value. SMLL exits holdings if there are significant shifts in fundamentals, market overvaluation, or when superior investment prospects emerge.

CEO: Will Fuller
IPO Date: Aug 29, 2024

Market Data

Open: $20.85
High: $20.98
Low: $20.45
Volume: 100
Avg Volume: 2.8K
52W High: $22.51
52W Low: $18.58

Valuation

Market Cap: $13M
Dividend Yield: 47.2%

Financials

Financial statement snapshot is not available yet.

Events

DividendDec 19

$0.47197