Small Blend · NYSE · USD · Data as of 2026-05-13
AUM
$4.66M
Expense ratio
0.88%
Yield
—
YTD return
+17.34%
Last price
$26.68
Unclassified · Coverage 50% · low
Today
35.8
Outlook
53.8
Block A (composite-derived)
67.8
Block C (market behavior)
21.8
Today overlay (Block D)
0.0
Outlook overlay (Block D)
0.0
today_score = clip(0,100, 50 + 0.15·(A−50) + 0.60·(C−50) + D_today). Block B (holdings rollup) is in Phase 3 development; β=0 caps the natural range at ~12.5–87.5 in Preview v0.9. Formula version tide-etf-v1.0.0.
67.8
Coverage 50% · low
Liquidity
—
Expenses
45.0
Performance
—
Volatility
—
Dividend
—
Concentration
70.0
Smart Money
67.4
Activist
100.0
Formula version composite-v1.0.0. Axes hover to see why a sub-score is missing.
Harbor ETF Trust (EPSB) is an exchange-traded fund from Harbor Capital Advisors Inc in the Mixed asset class. Launched in 2025. Assets under management: 4,660,081.
Bullish Whales composite rating: 68 out of 100. Evidence coverage 50% across 4 of 8 axes. Strongest axes: activist exposure, concentration, smart-money flow.
Annualized one-year realized volatility 15%, classified moderate. Weakest axes: expenses, smart-money flow.
Top-10 weight 0%, diversified, led by FORM.
etf_composite_score_current · activist_score, composite_score, concentration_score, confidence, coverage_pct, expenses_score, smart_money_scoreetf_holdings_top10 · holding_symbol, weightetf_universe · asset_class, aum_usd, fund_type, inception_date, issuer, name, ticker, volatility_1yHarbor Small-Mid Cap Core ETF is an actively managed exchange-traded fund focused on investing in common stocks and other equity securities of U.S. small- and mid-capitalization companies. Its primary objective is to provide diversified exposure to the dynamic segment of the market that includes businesses positioned between the large-cap and small-cap extremes, commonly referred to as SMID caps. The fund employs a contrarian investment approach and leverages in-depth fundamental analysis to identify companies with attractive growth and value characteristics. It does not track a specific index, allowing portfolio managers flexibility to adapt holdings based on changing market conditions, sector trends, and company fundamentals. The Harbor Small-Mid Cap Core ETF plays a significant role for investors seeking balanced access to the growth potential and risk profile inherent in U.S. small- and mid-sized companies, sectors which often drive innovation and expansion within the broader equity market.
Net AUM change history is not yet available for this ETF. Fund-flow time series is a Phase B deliverable.
Current AUM: $4,660,081. AUM change is computed from rolling daily fundamentals snapshots; it reflects total net-asset deltas (creations/redemptions + market value moves), not pure share creations.
Fund documents (fact sheets, prospectuses, semi-annual reports) for EPSB are coming soon. The BW fund-document archive will surface PDFs alongside a metadata index for searchability.