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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
CRH PLC · $64K 0.12 600 EC IE
Phillips 66 718546104 $64K 0.12 376 EC US
Honeywell International Inc 438516205 $63K 0.11 282 EC US
Simon Property Group Inc 828806109 $63K 0.11 282 RE US
Illinois Tool Works Inc 452308109 $63K 0.11 232 EC US
Aon PLC · $62K 0.11 188 EC US
Honeywell Aerospace Inc 43849R105 $62K 0.11 282 EC US
Travelers Cos Inc/The 89417E109 $62K 0.11 188 EC US
Cigna Group/The 125523100 $62K 0.11 225 EC US
Intercontinental Exchange Inc 45866F104 $62K 0.11 501 EC US
EOG Resources Inc 26875P101 $61K 0.11 470 EC US
Flex Ltd · $61K 0.11 376 EC SG
Ross Stores Inc 778296103 $60K 0.11 282 EC US
Norfolk Southern Corp 655844108 $59K 0.11 188 EC US
Intuit Inc 461202103 $59K 0.11 226 EC US
FedEx Corp 31428X106 $59K 0.11 188 EC US
Regeneron Pharmaceuticals Inc 75886F107 $59K 0.11 94 EC US
WW Grainger Inc 384802104 $58K 0.11 43 EC US
SLB Ltd 806857108 $57K 0.10 1,222 EC US
DoorDash Inc 25809K105 $56K 0.10 306 EC US
PACCAR Inc 693718108 $56K 0.10 470 EC US
TRUIST FINANCIAL CORP 89832Q109 $56K 0.10 1,128 EC US
Boston Scientific Corp 101137107 $56K 0.10 1,316 EC US
Moody's Corp 615369105 $56K 0.10 124 EC US
KKR & Co Inc 48251W104 $56K 0.10 606 EC US
Carrier Global Corp 14448C104 $55K 0.10 752 EC US
Air Products and Chemicals Inc 009158106 $55K 0.10 188 EC US
Target Corp 87612E106 $54K 0.10 416 EC US
Monster Beverage Corp 61174X109 $54K 0.10 564 EC US
Kinder Morgan Inc 49456B101 $54K 0.10 1,692 EC US
Cencora Inc 03073E105 $54K 0.10 190 EC US
Motorola Solutions Inc 620076307 $53K 0.10 127 EC US
Warner Bros Discovery Inc 934423104 $53K 0.10 1,974 EC US
Corteva Inc 22052L104 $53K 0.10 620 EC US
Sempra 816851109 $52K 0.09 564 EC US
L3Harris Technologies Inc 502431109 $52K 0.09 179 EC US
Cintas Corp 172908105 $52K 0.09 304 EC US
Dominion Energy Inc 25746U109 $51K 0.09 752 EC US
Hewlett Packard Enterprise Co 42824C109 $51K 0.09 1,128 EC US
Digital Realty Trust Inc 253868103 $51K 0.09 282 RE US
Cardinal Health Inc 14149Y108 $51K 0.09 213 EC US
Targa Resources Corp 87612G101 $50K 0.09 188 EC US
Fastenal Co 311900104 $50K 0.09 1,034 EC US
TE Connectivity PLC · $49K 0.09 245 EC IE
Allstate Corp/The 020002101 $49K 0.09 207 EC US
HCA Healthcare Inc 40412C101 $49K 0.09 126 EC US
ONEOK Inc 682680103 $49K 0.09 564 EC US
Fifth Third Bancorp 316773100 $48K 0.09 854 EC US
Keysight Technologies Inc 49338L103 $48K 0.09 136 EC US
Aflac Inc 001055102 $47K 0.09 402 EC 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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