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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
Huntsman Corp 447011107 $2K 0.00 188 EC US
Olin Corp 680665205 $2K 0.00 94 EC US
Kohl's Corp 500255104 $2K 0.00 94 EC US
DXC Technology Co 23355L106 $2K 0.00 188 EC US
Thor Industries Inc 885160101 $1K 0.00 17 EC US
Penske Automotive Group Inc 70959W103 $1K 0.00 7 EC US
Goodyear Tire & Rubber Co/The 382550101 $1K 0.00 188 EC US
FMC Corp 302491303 $1K 0.00 94 EC US
Dillard's Inc 254067101 $1K 0.00 2 EC US
Westlake Corp 960413102 $1K 0.00 14 EC US
Avis Budget Group Inc 053774105 $887 0.00 6 EC US
Pilgrim's Pride Corp 72147K108 $843 0.00 30 EC US
Smithfield Foods Inc 832248207 $776 0.00 32 EC US
ManpowerGroup Inc 56418H100 $608 0.00 18 EC US
CNA Financial Corp 126117100 $389 0.00 8 EC US
Ingram Micro Holding Corp 457152106 $219 0.00 8 EC US
Hertz Global Holdings Inc 42806J700 $213 0.00 94 EC US
TPG Inc 436CVR021 $0 0.00 158 DE US

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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