AGOX vs. LCR ETF Comparison
Comparison of Adaptive Growth Opportunities ETF (AGOX) to Leuthold Core ETF (LCR)
AGOX
Adaptive Growth Opportunities ETF
AGOX Description
The investment seeks capital appreciation. 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 manager primarily utilizes ETFs and equities but may also use fixed income securities to diversify its asset classes. The fixed income securities in which the fund will invest will be investment grade and may be of any duration or maturity.
Grade (RS Rating)
Last Trade
$25.04
Average Daily Volume
32,395
71
LCR
Leuthold Core ETF
LCR Description
The investment seeks capital appreciation and income (or total return). The fund is an actively-managed fund of funds and seeks to achieve its objective by investing primarily in other registered investment companies, including other actively-managed exchange-traded funds (ETFs) and index-based ETFs (collectively, underlying funds), that provide exposure to a broad range of asset classes. The underlying funds may invest in equity securities of U.S. or foreign companies; debt obligations of U.S. or foreign companies or governments; or other investments, such as volatility indexes and managed futures.Grade (RS Rating)
Last Trade
$32.84
Average Daily Volume
13,845
13
Performance
| Period | AGOX | LCR |
|---|---|---|
| 30 Days | -1.49% | -2.57% |
| 60 Days | 0.56% | -0.03% |
| 90 Days | 2.88% | 1.33% |
| 12 Months | 16.19% | 12.86% |
0 Overlapping Holdings
| Symbol | Grade | Weight in AGOX | Weight in LCR | Overlap |
|---|
AGOX Overweight 71 Positions Relative to LCR
| Symbol | Grade | Weight | |
|---|---|---|---|
| SMH | B | 12.01% | |
| QQQ | C | 7.63% | |
| NVDA | B | 2.76% | |
| FICO | D | 2.61% | |
| BKNG | C | 2.53% | |
| HWM | B | 2.04% | |
| CPRT | B | 1.87% | |
| BSX | A | 1.83% | |
| REGN | D | 1.75% | |
| CRM | D | 1.68% | |
| LLY | D | 1.59% | |
| CEG | A | 1.53% | |
| AAPL | F | 1.4% | |
| PGR | B | 1.31% | |
| KCE | B | 1.15% | |
| VRTX | C | 1.1% | |
| DECK | C | 1.09% | |
| LW | D | 1.04% | |
| VRSK | D | 1.03% | |
| MSFT | D | 0.97% | |
| INTC | F | 0.95% | |
| GWW | D | 0.95% | |
| APPF | B | 0.93% | |
| TDG | A | 0.91% | |
| BMI | A | 0.89% | |
| SNPS | C | 0.81% | |
| XAR | C | 0.76% | |
| AMD | C | 0.74% | |
| T | C | 0.73% | |
| ULTA | F | 0.71% | |
| WST | D | 0.69% | |
| SPSC | C | 0.68% | |
| MMS | D | 0.68% | |
| CBOE | D | 0.62% | |
| NVO | B | 0.56% | |
| CDNS | D | 0.56% | |
| IR | B | 0.47% | |
| ARGT | A | 0.46% | |
| ACLS | D | 0.43% | |
| ELF | C | 0.41% | |
| AMP | D | 0.4% | |
| RJF | B | 0.37% | |
| MOG.A | A | 0.35% | |
| PH | A | 0.34% | |
| JPM | B | 0.32% | |
| FSS | A | 0.32% | |
| SMCI | C | 0.31% | |
| ECL | C | 0.29% | |
| TPH | A | 0.28% | |
| AI | F | 0.28% | |
| HUBB | A | 0.28% | |
| PRI | D | 0.27% | |
| SCHW | A | 0.27% | |
| TEX | B | 0.26% | |
| SWKS | B | 0.26% | |
| BAC | A | 0.25% | |
| GRBK | C | 0.24% | |
| WINA | D | 0.24% | |
| TYL | A | 0.24% | |
| WCC | F | 0.22% | |
| MANH | F | 0.19% | |
| PWR | A | 0.12% | |
| SAGE | F | 0.06% | |
| XOM | B | 0.02% | |
| ORCL | C | 0.01% | |
| ADI | A | 0.01% | |
| MPC | B | 0.01% | |
| BIO | F | 0.0% | |
| OGIG | C | 0.0% | |
| META | D | -0.01% | |
| AVGO | B | -0.43% |
AGOX: Top Represented Industries & Keywords
LCR: Top Represented Industries & Keywords
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