LBO vs. TIME ETF Comparison
Comparison of WHITEWOLF Publicly Listed Private Equity ETF (LBO) to Clockwise Capital Innovation ETF (TIME)
LBO
WHITEWOLF Publicly Listed Private Equity ETF
LBO Description
The fund is an actively managed exchange-traded fund ("ETF") that seeks to achieve its investment objective by investing, under normal circumstances, at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in securities of U.S. publicly listed private equity companies. It defines "listed private equity companies" as Leverage Finance Providers and Buyout Firms, Sponsors, and Asset Managers (collectively, "Listed Private Equity Companies") that are listed and traded on a U.S. national securities exchange. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$28.88
Average Daily Volume
507
10
TIME
Clockwise Capital Innovation ETF
TIME Description
TIME actively invests in US companies that the adviser believes are best positioned to benefit from opportunities relating to 5G and cloud-based industries. The fund hold stocks from various industries, such as AI, cryptocurrency and digital payments, smart vehicles, preventative health, and remote surgery amongst others. Top-down analysis and a bottom-up approach are combined to determine stock selection. Companies meeting minimum financial thresholds based on fundamental factors are taken into consideration. From these, the adviser selects 10 - 20 stocks that they believe have a minimum 100% return target threshold over a 5-year investment period. The selected stocks are weighted using a 5% 20% conviction driven weighting. The fund may also employ a covered call strategy with respect to securities held in the portfolio. Prior to April 1, 2022, the fund traded under the ticker CWC. Before August 16, 2023, the fund traded under the name Clockwise Capital Innovation ETF.Grade (RS Rating)
Last Trade
$25.79
Average Daily Volume
6,176
34
Performance
| Period | LBO | TIME |
|---|---|---|
| 30 Days | 0.57% | -1.10% |
| 60 Days | 3.78% | 0.87% |
| 90 Days | 7.77% | 14.43% |
| 12 Months | 60.15% |
1 Overlapping Holdings
| Symbol | Grade | Weight in LBO | Weight in TIME | Overlap | |
|---|---|---|---|---|---|
| APO | C | 4.84% | 2.97% | 2.97% |
LBO Underweight 33 Positions Relative to TIME
| Symbol | Grade | Weight | |
|---|---|---|---|
| BIL | A | -9.18% | |
| NVDA | C | -5.2% | |
| AMZN | A | -4.91% | |
| FIX | A | -4.06% | |
| VZ | D | -3.99% | |
| DELL | B | -3.11% | |
| MU | B | -3.09% | |
| CVX | B | -3.0% | |
| NEM | B | -2.96% | |
| SMCI | D | -2.95% | |
| GOOGL | B | -2.91% | |
| META | D | -2.86% | |
| MSFT | C | -2.85% | |
| HOOD | C | -2.82% | |
| UBER | D | -2.79% | |
| SPOT | B | -2.67% | |
| GEV | A | -2.19% | |
| TSLA | C | -2.19% | |
| NEE | B | -2.12% | |
| DUK | A | -2.09% | |
| ECL | A | -2.08% | |
| GE | A | -2.08% | |
| LMT | B | -2.03% | |
| JPM | B | -2.02% | |
| VRT | A | -2.01% | |
| ABNB | C | -2.01% | |
| COST | C | -1.99% | |
| NVT | B | -1.98% | |
| STZ | D | -1.98% | |
| AVGO | C | -1.96% | |
| NFLX | D | -1.95% | |
| AAPL | B | -1.95% | |
| CAT | D | -1.84% |
LBO: Top Represented Industries & Keywords
TIME: Top Represented Industries & Keywords
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