OCFS vs. FCUS ETF Comparison
Comparison of Professionally Managed Portfolios Otter Creek Focus Strategy ETF (OCFS) to Pinnacle Focused Opportunities ETF (FCUS)
OCFS
Professionally Managed Portfolios Otter Creek Focus Strategy ETF
OCFS Description
The fund is an actively-managed ETF that invests in U.S.-listed equity securities of small- and mid-capitalization companies. The fund invests primarily in publicly traded stocks of U.S. companies which the Advisor considers to have a small to mid-size market capitalization. The fund may invest up to 20% of its total assets in U.S. dollar denominated foreign equity securities, including through American Depositary Receipts ("ADRs") and Global Depositary Receipts ("GDRs") issued by U.S. depository banks, which are traded on U.S. exchanges.
Grade (RS Rating)
Last Trade
$28.08
Average Daily Volume
1,237
20
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
$34.31
Average Daily Volume
4,499
28
Performance
| Period | OCFS | FCUS |
|---|---|---|
| 30 Days | 0.57% | 12.79% |
| 60 Days | 5.02% | 17.85% |
| 90 Days | 9.91% | 18.42% |
| 12 Months | 54.35% |
1 Overlapping Holdings
| Symbol | Grade | Weight in OCFS | Weight in FCUS | Overlap | |
|---|---|---|---|---|---|
| PSN | D | 5.86% | 2.96% | 2.96% |
OCFS Underweight 27 Positions Relative to FCUS
| 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% | |
| 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% |
OCFS: Top Represented Industries & Keywords
FCUS: Top Represented Industries & Keywords
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