- What are the top holdings of LSEQ?
- Harbor Long-Short Equity ETF (LSEQ) holds 164 securities in total. The largest positions and their portfolio weights are listed on the Holdings tab.
- How many holdings does LSEQ have?
- LSEQ holds 164 positions as reported by the fund's most recent disclosure.
- What sectors does LSEQ invest in?
- Harbor Long-Short Equity ETF (LSEQ) (LSEQ) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.
- What sector is LSEQ most exposed to?
- LSEQ's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.
- Is LSEQ a US-only fund?
- The country allocation card on this page shows LSEQ's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.
- What does LSEQ invest in?
- LSEQ distinguishes itself as the industry's first hedge fund to transition into an exchange-traded fund. Its primary objective is to optimize investment returns and adeptly manage risk amidst fluctuating market conditions. This is achieved by maintaining a balanced portfolio of long and short positions in U.S. large and mid-cap stocks. A multifactor model guides the selection of long positions, while a dedicated short model identifies potential underperformers. Central to its strategy is a proprietary macroeconomic regime model that categorizes market environments as either value, neutral, or momentum-driven. This framework informs key portfolio decisions, including gross and net exposure levels, alongside preferences for value, quality, profitability, and momentum factors. Industry group selection prioritizes perceived alpha opportunities, specifically targeting sectors exhibiting the highest dispersion in returns. For risk management, the fund employs long and short exposures designed to counteract downside tail risk, with performance gauged by the Sortino ratio. Its investment universe may also encompass U.S. Treasury bills, various derivatives, limited foreign exposure, and reverse repurchase agreements. LSEQ commenced operations with $3.64 million in net assets.
