UGCE
Uncommon Portfolio Design Core E
UGCE
21,95
0,01 Bil. AUM
0,6% Expense Ratio
21,99 NAV
Uncommon Portfolio Design Core E Profile
About Uncommon Portfolio Design Core E
The fund is an actively managed ETF that seeks to achieve its investment objective of providing capital appreciation by investing primarily in equity securities. The investments of it are comprised of two different strategies managed by Portfolio Design Advisors, Inc. (the "Sub-Advisor"): a predominantly value strategy and a predominantly growth strategy. The fund's investments will be weighted by the Sub-Advisor between 40-60% to each strategy. Under normal market conditions, the advisor intends to invest at least 80% of its net assets in equity securities.
- Company
- Holdings
- 0
- CUSIP
Uncommon Portfolio Design Core E Sectors
| Industry | Percentage |
|---|---|
| Technology | 20,22% |
| Healthcare | 19,48% |
| Consumer Cyclica | 13,59% |
| Communication Se | 11,49% |
| Financial Servic | 11,40% |
| Industrials | 7,47% |
| Energy | 7,23% |
| Consumer Defensi | 6,09% |
| Utilities | 3,02% |
| Other | 0,01% |
| Real Estate | 0,00% |
| Basic Materials | 0,00% |