PIFI vs. FMCX ETF Comparison

Comparison of ClearShares Piton Intermediate Fixed income ETF (PIFI) to FMC Excelsior Focus Equity ETF (FMCX)
PIFI

ClearShares Piton Intermediate Fixed income ETF

PIFI Description

The investment seeks current income consistent with the long term preservation of capital. The fund is an actively managed exchange-traded fund (ETF) that seeks to achieve its investment objective by investing, under normal market conditions, at least 80% of its net assets (plus borrowings for investment purposes) in debt securities and in derivatives and other instruments that have economic characteristics similar to such securities. It principally invests in U.S.-dollar denominated, investment-grade securities and seeks to typically maintain a dollar-weighted average portfolio maturity of zero to ten years. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$93.24

Average Daily Volume

2,047

Number of Holdings *

1

* may have additional holdings in another (foreign) market
FMCX

FMC Excelsior Focus Equity ETF

FMCX Description The fund is an actively managed exchange-traded fund (?ETF?) that, during normal market conditions, seeks to invest in approximately 25-30 U.S. exchange-traded common stocks of companies that are listed on U.S. national securities exchanges and trade contemporaneously with the shares of the fund. The fund adviser may also hold concentrated positions in common stocks, although the fund?s guidelines provide that no single investment should generally be more than 10% of the fund?s portfolio at acquisition. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$31.80

Average Daily Volume

75

Number of Holdings *

52

* may have additional holdings in another (foreign) market
Performance
Period PIFI FMCX
30 Days -0.65% 0.15%
60 Days -2.12% 2.99%
90 Days -0.86% 6.20%
12 Months 4.32% 25.02%
0 Overlapping Holdings
Symbol Grade Weight in PIFI Weight in FMCX Overlap
PIFI Overweight 1 Positions Relative to FMCX
Symbol Grade Weight
OPER A 3.1%
PIFI Underweight 52 Positions Relative to FMCX
Symbol Grade Weight
AAPL C -6.93%
UNH B -6.84%
KKR B -6.14%
IAC D -5.35%
AMZN B -5.01%
GDDY A -4.98%
MSFT D -4.79%
LBRDK C -4.24%
LSXMK D -4.22%
GGG B -3.98%
PYPL B -3.9%
MTCH F -3.18%
LSXMA D -1.79%
GOOGL B -1.77%
LBRDA C -1.74%
PG C -1.3%
PM A -1.21%
YUM D -1.18%
CMCSA B -1.13%
MCD D -1.12%
AMGN D -1.11%
KEYS A -1.06%
VUSB A -0.92%
ICSH A -0.92%
GILD B -0.87%
CL D -0.85%
MO A -0.84%
ENTG F -0.82%
ARWR D -0.72%
NKE F -0.68%
HON B -0.6%
DHR D -0.55%
GOOG B -0.5%
BAX F -0.47%
YUMC B -0.42%
MUSA B -0.4%
SPGI D -0.37%
MTX C -0.33%
KEX A -0.33%
EQR C -0.3%
JPM B -0.3%
MUR D -0.25%
V A -0.21%
FWONK A -0.21%
BKNG A -0.19%
FLWS D -0.15%
GD D -0.13%
BATRK D -0.11%
PNR B -0.1%
FWONA A -0.05%
VMEO B -0.03%
BATRA F -0.02%
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