WINNHarbor Long-Term Growers ETF
WINN Fund Description
WINN is an actively managed fund of large- and mid-cap US stocks that have above-average prospects for long-term growth. Securities are selected using a proprietary combination of bottom-up, fundamental research and systematic portfolio construction.
WINN Factset Analytics Insight
WINN offers a growth-oriented style of investing in the US equity market. The portfolio construction starts with a bottom-up, fundamental research, which seeks to identify large- and mid-cap companies that have a combination of the following characteristics: market-leading position, disruptive business model, expected above-average revenue, earnings, and cash flow growth over the next few years, strong cash flow generation, balance sheet strength, experienced management team, and appropriate valuation relative to its growth potential. The adviser then employs a systematic portfolio construction process to manage the fund’s overall investment risks. Additionally, an optimization process is used to incorporate the adviser’s fundamental growth insights, considering diversification and liquidity risk. The fund may invest up to 20% of its net assets in foreign companies, including emerging market issuers.
WINN Summary Data
WINN Portfolio Data
WINN Index Data
WINN Portfolio Management
WINN Tax Exposures
WINN Fund Structure
WINN Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of WINN. WINN is rated a N/A out of 5.
WINN Sector/Industry Breakdown
WINN Top 10 Holdings[View All]
WINN Economic Development
WINN Performance Statistics
WINN Benchmark Comparison Summary
WINN Benchmark Comparison Market Cap Size
Options Strategies for Outcome Investing
A collar strategy is a protective option strategy constructed by writing a call and buying a put with the same expiration date while being long the underlying security.
A covered call is an income strategy constructed by writing a call option against a holding of the underlying security.