FCUS vs. CBSE ETF Comparison
Comparison of Pinnacle Focused Opportunities ETF (FCUS) to Changebridge Capital Sustainable Equity ETF (CBSE)
FCUS
Pinnacle Focused Opportunities ETF
FCUS Description
The investment seeks long term capital appreciation. The fund is an actively managed exchange-traded fund (“ETF”) that seeks to achieve its investment objective primarily by investing in a focused portfolio of U.S. equity securities. The fund's manager manages its portfolio based on its proprietary model. The fund’s portfolio excludes certain equity securities, such as limited partnerships, closed-end investment companies, and warrants. It is non-diversified.
Grade (RS Rating)
Last Trade
$29.78
Average Daily Volume
3,747
28
CBSE
Changebridge Capital Sustainable Equity ETF
CBSE Description
The investment seeks capital appreciation and lower volatility than the broader market. The fund is an actively-managed ETF that seeks to achieve its investment objective by purchasing securities Changebridge Capital, LLC, the fund's investment adviser, believes to have above-average financial characteristics and growth potential that exhibit positive ESG attributes. Under normal circumstances, it will invest at least 80% of its net assets, plus borrowings for investment purposes, in equity securities, including common stocks and depositary receipts, of sustainable companies. The fund is non-diversified.Grade (RS Rating)
Last Trade
$30.98
Average Daily Volume
2,816
36
Performance
| Period | FCUS | CBSE |
|---|---|---|
| 30 Days | 1.92% | -0.74% |
| 60 Days | 3.54% | 2.29% |
| 90 Days | 17.29% | 6.73% |
| 12 Months | 48.18% | 45.19% |
1 Overlapping Holdings
| Symbol | Grade | Weight in FCUS | Weight in CBSE | Overlap | |
|---|---|---|---|---|---|
| SN | C | 4.15% | 2.48% | 2.48% |
FCUS Overweight 27 Positions Relative to CBSE
| Symbol | Grade | Weight | |
|---|---|---|---|
| APP | B | 5.0% | |
| CVNA | A | 4.6% | |
| SFM | A | 4.39% | |
| GWRE | B | 4.23% | |
| CRS | B | 4.06% | |
| INSM | D | 4.05% | |
| THC | C | 3.96% | |
| PLTR | B | 3.66% | |
| ALNY | C | 3.35% | |
| IRM | B | 3.32% | |
| FICO | B | 3.27% | |
| EME | A | 3.26% | |
| HWM | B | 3.19% | |
| COKE | D | 3.05% | |
| PGR | D | 3.04% | |
| PCVX | C | 3.04% | |
| ERIE | D | 2.7% | |
| MLI | A | 2.67% | |
| TRGP | A | 2.66% | |
| LNTH | C | 2.52% | |
| UHS | D | 2.51% | |
| JEF | B | 2.5% | |
| CEG | B | 2.42% | |
| PSN | A | 2.4% | |
| UTHR | A | 2.38% | |
| CHRW | C | 2.37% | |
| MMM | D | 2.25% |
FCUS Underweight 35 Positions Relative to CBSE
| Symbol | Grade | Weight | |
|---|---|---|---|
| AMD | F | -3.32% | |
| ERJ | C | -3.32% | |
| OSW | A | -3.28% | |
| SCI | A | -3.27% | |
| ICFI | B | -3.19% | |
| IBN | A | -3.18% | |
| LNG | A | -3.14% | |
| SKY | C | -3.08% | |
| PCT | B | -3.07% | |
| SPOT | A | -3.04% | |
| TDG | C | -3.0% | |
| BWXT | B | -2.97% | |
| ROL | D | -2.96% | |
| DELL | A | -2.77% | |
| PDD | C | -2.68% | |
| OKLO | A | -2.57% | |
| BA | F | -2.53% | |
| HUMA | D | -2.52% | |
| RDDT | A | -2.5% | |
| ETR | A | -2.49% | |
| BABA | B | -2.4% | |
| D | B | -2.3% | |
| SO | C | -2.28% | |
| AMZN | A | -2.28% | |
| NEE | D | -2.21% | |
| GTLS | B | -2.19% | |
| NEM | D | -2.14% | |
| RDFN | C | -2.08% | |
| TMDX | F | -2.03% | |
| VST | B | -1.98% | |
| AEHR | D | -1.96% | |
| STRL | B | -1.95% | |
| WTTR | D | -1.92% | |
| PL | B | -1.28% | |
| ASML | F | -0.72% |
FCUS: Top Represented Industries & Keywords
CBSE: Top Represented Industries & Keywords
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