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% | ||
| HWM | Howmet Aerospace Inc | Industrials | Aerospace & Defense | 6.59% |
| BSX | Boston Scientific Corp | Healthcare | Medical Devices | 6.51% |
| META | Meta Platforms Inc. | Communication Services | Internet Content & Information | 6.06% |
| XLF | The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund | 5.44% | ||
| MSFT | Microsoft Corporation | Technology | Software - Infrastructure | 5.40% |
| AMZN | Amazon.com Inc | Consumer Cyclical | Internet Retail | 4.68% |
| PLTR | Palantir Technologies Inc. Class A Common Stock | Technology | Software - Infrastructure | 4.06% |
| AVGO | Broadcom Inc | Technology | Semiconductors | 3.74% |
| CRS | Carpenter Technology Corporation | Industrials | Metal Fabrication | 3.54% |
| IWM | iShares Trust - iShares Russell 2000 ETF | 3.51% | ||
| CEG | Constellation Energy Corp | Utilities | Utilities - Renewable | 3.08% |
| SMH | VanEck Semiconductor ETF | 2.88% | ||
| JPM | JPMorgan Chase & Co | Financial Services | Banks - Diversified | 2.81% |
| VFH | Vanguard World Fund - Vanguard Financials ETF | 2.60% | ||
| SMCI | Super Micro Computer Inc | Technology | Computer Hardware | 2.59% |
| XLU | The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund | 2.51% | ||
| NVDA | NVIDIA Corporation | Technology | Semiconductors | 2.18% |
| XLK | The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund | 2.16% | ||
| RYT | Invesco S&P 500® Equal Weight Technology ETF | 1.78% |