BATS | ETF
The fund is an actively managed exchange traded fund that is managed by the adviser and designed for investors looking for long-term growth and who can tolerate full market risk that can result in large principal value fluctuations.
The adviser seeks to achieve the fund"s investment objective by using a tactical approach to invest in the various industry sectors that are found in the S&P 500 Index.
Top 20 Holdings
| Asset | Name | Sector | Industry | Weight |
|---|---|---|---|---|
| SPY | SPDR S&P 500 ETF Trust | 27.75% | ||
| SPY | SPDR S&P 500 ETF Trust | 27.23% | ||
| SCHX | Schwab U.S. Large-Cap ETF | 18.12% | ||
| RSP | Invesco S&P 500® Equal Weight ETF | 17.40% | ||
| VV | Vanguard Large-Cap ETF | 16.42% | ||
| VAW | Vanguard World Fund - Vanguard Materials ETF | 11.38% | ||
| XLC | Communication Services Select Sector SPDR® Fund | 10.94% | ||
| VIS | Vanguard Industrials ETF | 10.74% | ||
| VGT | Vanguard World Fund - Vanguard Information Technology ETF | 10.15% | ||
| XLK | The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund | 10.14% | ||
| GSEW | Goldman Sachs Equal Weight U.S. Large Cap Equity ETF | 9.86% | ||
| XLP | The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund | 9.69% | ||
| XLI | The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund | 9.52% | ||
| VDE | Vanguard World Fund - Vanguard Energy ETF | 9.40% | ||
| VAW | Vanguard Materials Index Fund ETF Shares | 9.29% | ||
| VOO | Vanguard S&P 500 ETF | 9.22% | ||
| XLU | Utilities Select Sector SPDR® Fund | 9.18% | ||
| VCR | Vanguard Consumer Discretionary Index Fund ETF Shares | 9.17% | ||
| VCR | Vanguard World Fund - Vanguard Consumer Discretionary ETF | 9.16% | ||
| XLF | The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund | 9.16% |