NYSE ARCA | ETF
The fund's portfolio manager seeks to achieve its investment objective of capital appreciation by investing in ETFs that are registered under the Investment Company Act of 1940, as amended and not affiliated with the fund that invest in equity securities of any market capitalization of issuers from a number of countries throughout the world, including emerging market countries.
The fixed income securities in which the fund will invest will be investment grade and may be of any duration or maturity.
Top 20 Holdings
| Asset | Name | Sector | Industry | Weight |
|---|---|---|---|---|
| XLK | Technology Select Sector SPDR® Fund | 8.86% | ||
| QQQ | Invesco QQQ Trust | 7.18% | ||
| XLC | Communication Services Select Sector SPDR® Fund | 6.76% | ||
| AMZN | Amazon.com Inc | Consumer Cyclical | Internet Retail | 5.32% |
| HWM | Howmet Aerospace Inc | Industrials | Aerospace & Defense | 4.81% |
| SMH | VanEck Semiconductor ETF | 4.38% | ||
| META | Meta Platforms Inc. | Communication Services | Internet Content & Information | 4.31% |
| IWM | iShares Trust - iShares Russell 2000 ETF | 3.91% | ||
| BSX | Boston Scientific Corp | Healthcare | Medical Devices | 3.64% |
| CRS | Carpenter Technology Corporation | Industrials | Metal Fabrication | 3.27% |
| AVGO | Broadcom Inc | Technology | Semiconductors | 3.12% |
| JPM | JPMorgan Chase & Co | Financial Services | Banks - Diversified | 2.95% |
| VFH | Vanguard World Fund - Vanguard Financials ETF | 2.85% | ||
| SMCI | Super Micro Computer Inc | Technology | Computer Hardware | 2.59% |
| XLK | The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund | 2.19% | ||
| DECK | Deckers Outdoor Corporation | Consumer Cyclical | Footwear & Accessories | 2.02% |
| RYT | Invesco S&P 500® Equal Weight Technology ETF | 1.78% | ||
| PGR | Progressive Corp | Financial Services | Insurance - Property & Casualty | 1.70% |
| XLE | The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund | 1.69% | ||
| MSFT | Microsoft Corporation | Technology | Software - Infrastructure | 1.64% |