OCFS vs. LCLG ETF Comparison
Comparison of Professionally Managed Portfolios Otter Creek Focus Strategy ETF (OCFS) to Logan Capital Broad Innovative Growth ETF (LCLG)
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
$28.32
Average Daily Volume
1,136
20
LCLG
Logan Capital Broad Innovative Growth ETF
LCLG Description
The investment seeks long-term capital appreciation. Under normal market conditions, the fund invests primarily in securities of companies that use innovative technologies or ideas to gain advantage over competitors. The Advisor expects to invest principally in large capitalization equity securities that are traded on U.S. securities exchanges. The fund may invest up to 20% of its total assets in securities of foreign issuers, including issuers in emerging markets.Grade (RS Rating)
Last Trade
$53.64
Average Daily Volume
562
57
Performance
| Period | OCFS | LCLG |
|---|---|---|
| 30 Days | 2.89% | 8.70% |
| 60 Days | 5.34% | 10.68% |
| 90 Days | 10.85% | 12.18% |
| 12 Months | 42.48% |
1 Overlapping Holdings
| Symbol | Grade | Weight in OCFS | Weight in LCLG | Overlap | |
|---|---|---|---|---|---|
| HUBB | B | 2.05% | 0.8% | 0.8% |
OCFS Underweight 56 Positions Relative to LCLG
| Symbol | Grade | Weight | |
|---|---|---|---|
| APP | B | -5.16% | |
| NFLX | A | -5.14% | |
| AAPL | C | -4.63% | |
| MA | C | -4.62% | |
| AMZN | C | -4.3% | |
| APH | A | -4.28% | |
| AVGO | D | -3.99% | |
| META | D | -3.86% | |
| KLAC | D | -3.65% | |
| DKS | C | -3.01% | |
| CTAS | B | -2.83% | |
| URI | B | -2.58% | |
| GOOGL | C | -2.56% | |
| FAST | B | -2.32% | |
| ODFL | B | -2.16% | |
| DECK | A | -1.86% | |
| GOOG | C | -1.8% | |
| TTD | B | -1.78% | |
| COIN | C | -1.78% | |
| LAD | A | -1.76% | |
| BURL | A | -1.75% | |
| ANET | C | -1.69% | |
| WSM | B | -1.65% | |
| CPRT | A | -1.62% | |
| SHW | A | -1.58% | |
| MTD | D | -1.58% | |
| TXRH | C | -1.54% | |
| LECO | B | -1.46% | |
| EA | A | -1.32% | |
| WAT | B | -1.29% | |
| SBUX | A | -1.28% | |
| ZBRA | B | -1.2% | |
| ADBE | C | -1.1% | |
| ACN | C | -1.07% | |
| MAR | B | -0.98% | |
| NDSN | B | -0.96% | |
| HD | A | -0.93% | |
| GPK | C | -0.9% | |
| LPLA | A | -0.87% | |
| MNST | C | -0.87% | |
| PAYC | B | -0.84% | |
| A | D | -0.82% | |
| IQV | D | -0.69% | |
| LOGI | D | -0.68% | |
| LULU | C | -0.66% | |
| ZTS | D | -0.59% | |
| TRMB | B | -0.58% | |
| ELF | C | -0.56% | |
| ETN | A | -0.53% | |
| POOL | C | -0.45% | |
| CRL | C | -0.41% | |
| NSP | D | -0.4% | |
| LW | C | -0.38% | |
| RH | B | -0.36% | |
| OMF | A | -0.35% | |
| IPGP | D | -0.25% |
OCFS: Top Represented Industries & Keywords
LCLG: Top Represented Industries & Keywords
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