WBIF vs. FCUS ETF Comparison
Comparison of WBI Large Cap Tactical Value Shares (WBIF) to Pinnacle Focused Opportunities ETF (FCUS)
WBIF
WBI Large Cap Tactical Value Shares
WBIF Description
The investment seeks long-term capital appreciation and the potential for current income, while also seeking to protect principal during unfavorable market conditions. The fund will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in the equity securities of large capitalization domestic and foreign companies which WBI Investments, Inc., the sub-advisor to the fund and an affiliate of Millington Securities Inc., the advisor, believes display an attractive discount in a company's intrinsic value relative to its market price, and up to 20% of its net assets in other tactical investment opportunities.
Grade (RS Rating)
Last Trade
$28.75
Average Daily Volume
1,307
48
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
$29.75
Average Daily Volume
3,746
28
Performance
| Period | WBIF | FCUS |
|---|---|---|
| 30 Days | -2.24% | 0.60% |
| 60 Days | 0.60% | 9.22% |
| 90 Days | 3.78% | 17.17% |
| 12 Months | 10.00% | 48.01% |
WBIF Overweight 46 Positions Relative to FCUS
| Symbol | Grade | Weight | |
|---|---|---|---|
| BDX | D | 4.69% | |
| WRB | D | 4.59% | |
| DTE | C | 4.35% | |
| CI | F | 4.3% | |
| PRU | C | 4.1% | |
| V | A | 4.1% | |
| AMAT | F | 3.94% | |
| UNM | A | 3.55% | |
| VOYA | B | 3.32% | |
| RGA | D | 3.06% | |
| CMS | C | 2.98% | |
| PM | B | 2.37% | |
| ACN | C | 2.1% | |
| ADP | A | 1.54% | |
| MCK | C | 1.53% | |
| BYD | A | 1.49% | |
| AXP | B | 1.49% | |
| NXST | A | 1.45% | |
| AME | A | 1.43% | |
| PAYX | B | 1.39% | |
| LRCX | F | 1.38% | |
| PRI | B | 1.36% | |
| TXRH | B | 1.32% | |
| RMD | B | 1.31% | |
| OC | B | 1.31% | |
| CASY | B | 1.3% | |
| BR | C | 1.3% | |
| G | C | 1.27% | |
| KBR | B | 1.27% | |
| FLTR | A | 0.78% | |
| FALN | C | 0.77% | |
| AGZD | A | 0.77% | |
| FTSL | A | 0.7% | |
| ALSN | A | 0.64% | |
| SYF | B | 0.64% | |
| EQH | B | 0.6% | |
| THG | C | 0.56% | |
| DOX | B | 0.56% | |
| STIP | C | 0.55% | |
| DCI | A | 0.55% | |
| ALLE | C | 0.54% | |
| GL | C | 0.54% | |
| CBT | A | 0.54% | |
| TOL | D | 0.53% | |
| EG | F | 0.52% | |
| BKLN | A | 0.32% |
WBIF Underweight 26 Positions Relative to FCUS
| Symbol | Grade | Weight | |
|---|---|---|---|
| APP | B | -5.0% | |
| CVNA | A | -4.6% | |
| SFM | A | -4.39% | |
| GWRE | B | -4.23% | |
| SN | C | -4.15% | |
| CRS | B | -4.06% | |
| INSM | D | -4.05% | |
| THC | B | -3.96% | |
| PLTR | B | -3.66% | |
| ALNY | C | -3.35% | |
| IRM | B | -3.32% | |
| FICO | B | -3.27% | |
| HWM | B | -3.19% | |
| COKE | D | -3.05% | |
| PGR | D | -3.04% | |
| PCVX | D | -3.04% | |
| ERIE | F | -2.7% | |
| TRGP | A | -2.66% | |
| LNTH | A | -2.52% | |
| UHS | D | -2.51% | |
| JEF | B | -2.5% | |
| CEG | C | -2.42% | |
| PSN | A | -2.4% | |
| UTHR | A | -2.38% | |
| CHRW | C | -2.37% | |
| MMM | D | -2.25% |
WBIF: Top Represented Industries & Keywords
FCUS: Top Represented Industries & Keywords
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