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Performance as of Sept. 22, 2026

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PeriodPrice returnTotal return
1M▲ +1.21%▲ +1.21%
3M▲ +15.69%▲ +15.69%
6M▲ +15.69%▲ +15.69%
YTD▲ +15.21%▲ +15.21%
1Y▲ +18.38%▲ +18.67%
3Y··
5Y··
Maxsince Sept. 12, 2025▲ +20.37%▲ +20.67%
Volatility 1Y22.72%
Volatility 3Y·
Max drawdown 3Y ·
Beta 3Y·
Sharpe 1Y*1.36

Total return assumes dividends are reinvested. Returns are not benchmarked against an index. * Sharpe ratio is computed with a 0% risk-free rate.

Fund flows (SEC-reported)

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Last month (Jun 2026) +$3.5M
Quarter ending Jun 2026 +$8.5M
Trailing 10 months +$75.7M Sep 2025 – Jun 2026

Based on the fund's own SEC Form N-PORT monthly flow disclosures (Item C.9 "Flow Information") — sales minus redemptions, reinvested distributions excluded. This is a different, independent metric from the "Net flows" estimate above (which is derived from daily shares-outstanding changes). SEC N-PORT filing lag is up to ~60 days; the most recent month/quarter may not yet be fully reflected.

Full composition 518 holdings

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NameCUSIPValue%Balance Category Country
PVH Corp 693656100 $7K 0.01 94 EC US
Lincoln National Corp 534187109 $7K 0.01 188 EC US
AECOM 00766T100 $7K 0.01 94 EC US
HF Sinclair Corp 403949100 $7K 0.01 94 EC US
Zions Bancorp NA 989701107 $7K 0.01 94 EC US
Lumen Technologies Inc 550241103 $6K 0.01 846 EC US
UGI Corp 902681105 $6K 0.01 188 EC US
First American Financial Corp 31847R102 $6K 0.01 94 EC US
Eastman Chemical Co 277432100 $6K 0.01 94 EC US
VF Corp 918204108 $6K 0.01 376 EC US
Universal Health Services Inc 913903100 $6K 0.01 42 EC US
BXP Inc 101121101 $6K 0.01 94 RE US
Mosaic Co/The 61945C103 $6K 0.01 282 EC US
Advance Auto Parts Inc 00751Y106 $6K 0.01 94 EC US
OneMain Holdings Inc 68268W103 $6K 0.01 94 EC US
Sirius XM Holdings Inc 829933100 $6K 0.01 188 EC US
Corebridge Financial Inc 21871X109 $5K 0.01 188 EC US
CONAGRA BRANDS INC 205887102 $5K 0.01 376 EC US
Molina Healthcare Inc 60855R100 $5K 0.01 22 EC US
AGCO Corp 001084102 $5K 0.01 42 EC US
CarMax Inc 143130102 $5K 0.01 94 EC US
LKQ Corp 501889208 $5K 0.01 188 EC US
Taylor Morrison Home Corp 87724P106 $5K 0.01 68 EC US
Southwest Airlines Co 844741108 $5K 0.01 94 EC US
Amdocs Ltd · $5K 0.01 94 EC GG
Jefferies Financial Group Inc 47233W109 $5K 0.01 94 EC US
Paramount Skydance Corp 69932A204 $5K 0.01 470 EC US
Chord Energy Corp 674215207 $5K 0.01 40 EC US
Macy's Inc 55616P104 $4K 0.01 188 EC US
Cleveland-Cliffs Inc 185899101 $4K 0.01 470 EC US
Celanese Corp 150870103 $4K 0.01 94 EC US
PBF Energy Inc 69318G106 $4K 0.01 94 EC US
Campbell's Company/The 134429109 $4K 0.01 188 EC US
Arrow Electronics Inc 042735100 $4K 0.01 18 EC US
Albertsons Cos Inc 013091103 $4K 0.01 282 EC US
Whirlpool Corp 963320106 $4K 0.01 94 EC US
Ryder System Inc 783549108 $4K 0.01 14 EC US
Nexstar Media Group Inc 65336K103 $4K 0.01 20 EC US
Gap Inc/The 364760108 $4K 0.01 188 EC US
Liberty Global Ltd · $3K 0.01 291 EC BM
DAVITA INC 23918K108 $3K 0.01 14 EC US
World Kinect Corp 981475106 $3K 0.01 94 EC US
Robert Half Inc 770323103 $3K 0.01 94 EC US
Lithia Motors Inc 536797103 $3K 0.00 9 EC US
Lear Corp 521865204 $3K 0.00 19 EC US
Group 1 Automotive Inc 398905109 $2K 0.00 8 EC US
NEWELL BRANDS INC 651229106 $2K 0.00 376 EC US
Mohawk Industries Inc 608190104 $2K 0.00 19 EC US
AutoNation Inc 05329W102 $2K 0.00 12 EC US
Versigent PLC · $2K 0.00 51 EC JE

Sector breakdown

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Technology 34.2%
Communication Services 10.9%
Financials 10.0%
Industrials 8.8%
Health Care 8.7%
Retail 7.0%
Consumer Discretionary 4.1%
Energy 3.2%
Utilities 2.2%
Consumer Staples 2.0%
Real Estate 1.7%
Materials 1.2%
Consumer products 1.1%
Other/Unmapped 4.8%

Dividends 1 payment

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0.22%TTM yield
$0.07TTM payout / share
Ex-dateAmount / share
Dec. 23, 2025$0.0660

Institutional owners (13F) 4 filers

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Institutions that report holding this ETF in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institution Value % of tracked 13F Shares Type As of
True North Advisors, LLC $3,955,862 82.09% 134,958 Shares June 30, 2026
GTS SECURITIES LLC $491,797 10.21% 16,778 Shares June 30, 2026
IFP Advisors, Inc $197,122 4.09% 6,725 Shares June 30, 2026
ROYAL BANK OF CANADA $174,000 3.61% 5,922 Shares June 30, 2026

Peer funds

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