FCUS vs. KOOL ETF Comparison
Comparison of Pinnacle Focused Opportunities ETF (FCUS) to North Shore Equity Rotation ETF (KOOL)
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
$34.42
Average Daily Volume
4,499
28
KOOL
North Shore Equity Rotation ETF
KOOL Description
KOOL aims to outperform the S&P 500 by dynamically allocating a global equity portfolio. The strategy aims to favor sectors historically known for strong performance across the business cycle phases: recession, recovery, expansion, and slowdown. It involves economic indicators and market trends, including current and forward-looking metrics to pinpoint these stages. This approach is reviewed monthly to ensure the portfolio remains aligned with changing economic conditions and market dynamics. Portfolio selection blends fundamental and technical analysis, along with top-down macroeconomic insights and industry trends such as GDP, employment, consumer spending, and inflation. To add, it also utilizes both buy- and sell-side research to finalize the composition. Up to 20% of the assets may comprise fixed-income securities and option contracts to generate income and manage risks. Moreover, it boosts income through securities lending and transaction fee collection. Investments may include ETFs.Grade (RS Rating)
Last Trade
$11.17
Average Daily Volume
6,947
18
Performance
| Period | FCUS | KOOL |
|---|---|---|
| 30 Days | 13.15% | 1.04% |
| 60 Days | 18.22% | 4.47% |
| 90 Days | 18.79% | 4.54% |
| 12 Months | 54.84% |
0 Overlapping Holdings
| Symbol | Grade | Weight in FCUS | Weight in KOOL | Overlap |
|---|
FCUS Overweight 28 Positions Relative to KOOL
| Symbol | Grade | Weight | |
|---|---|---|---|
| APP | B | 6.61% | |
| PLTR | B | 5.21% | |
| TPL | A | 4.38% | |
| SFM | A | 4.17% | |
| INSM | C | 4.02% | |
| CVNA | B | 3.98% | |
| GWRE | A | 3.92% | |
| ALNY | D | 3.78% | |
| FICO | B | 3.35% | |
| TRGP | A | 3.33% | |
| CRS | B | 3.25% | |
| MTZ | B | 3.19% | |
| ALSN | B | 3.16% | |
| NCLH | B | 3.14% | |
| UAL | A | 3.11% | |
| PSN | D | 2.96% | |
| ETR | B | 2.94% | |
| IRM | C | 2.82% | |
| HOOD | B | 2.8% | |
| MLI | B | 2.55% | |
| HWM | A | 2.5% | |
| JEF | A | 2.45% | |
| CCL | A | 2.41% | |
| UTHR | C | 2.41% | |
| LDOS | C | 2.38% | |
| GRMN | B | 2.36% | |
| CBRE | B | 2.29% | |
| PCVX | D | 2.19% |
FCUS Underweight 18 Positions Relative to KOOL
FCUS: Top Represented Industries & Keywords
KOOL: Top Represented Industries & Keywords
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