NYSE ARCA | ETF
The investment seeks long-term capital appreciation.
The fund seeks to achieve its investment objective of long term capital appreciation by investing principally in large cap growth securities of any kind, and, under normal circumstances, the advisor intends to invest at least 80% of its net assets (plus the amount of borrowings for investment purposes) in such securities.
The fund will invest in the stock of 25 large cap growth firms selected by Merlin as being, in the opinion of Merlin, among the most favorable growth opportunities, regardless of industry or sector.
Top 15 Holdings
| Asset | Name | Sector | Industry | Weight |
|---|---|---|---|---|
| NCLH | Norwegian Cruise Line Holdings Ltd | Consumer Cyclical | Travel Services | 4.33% |
| CAT | Caterpillar Inc | Industrials | Farm & Heavy Construction Machinery | 4.28% |
| CELG | Celgene Corporation | Healthcare | Drug Manufacturers - General | 4.27% |
| HII | Huntington Ingalls Industries Inc | Industrials | Aerospace & Defense | 4.27% |
| AMTD_old | TD Ameritrade Holding Corporation | Financial Services | Capital Markets | 4.26% |
| AVGO | Broadcom Inc | Technology | Semiconductors | 4.26% |
| ON | ON Semiconductor Corporation | Technology | Semiconductors | 4.26% |
| SWKS | Skyworks Solutions Inc | Technology | Semiconductors | 4.26% |
| ASML | ASML Holding NV ADR | Technology | Semiconductor Equipment & Materials | 4.23% |
| ETFC | E*TRADE Financial LLC | Financial Services | Capital Markets | 4.23% |
| MS | Morgan Stanley | Financial Services | Capital Markets | 4.23% |
| META | Meta Platforms Inc. | Communication Services | Internet Content & Information | 4.21% |
| ALXN | Alexion Pharmaceuticals Inc | Healthcare | Biotechnology | 4.20% |
| AMAT | Applied Materials Inc | Technology | Semiconductor Equipment & Materials | 4.19% |
| MU | Micron Technology Inc | Technology | Semiconductors | 4.19% |