Description: RH Tactical Rotation ETF seeks capital appreciation. The fund an actively managed ETF, it will not seek to replicate the performance of an index. The advisor seeks to achieve the fund’s investment objective of capital appreciation by investing in ETFs that are registered under the Investment Company Act of 1940, as amended (the “1940 Act”) and not affiliated with the fund. The fund will not generally invest in individual portfolio securities. The investments of the portfolio funds will generally be comprised of equity securities principally consisting of common stock, preferred stock, and convertible preferred stock of any market capitalization.
Exchange: NYSE ARCA
Country: US
Currency: US Dollar ($)
Category: Tactical Allocation
| Asset Allocation | |||
|---|---|---|---|
| Asset Class | Long % | Short % | Net Assets |
| Cash | 52.41 | 0.00 | 52.41 |
| Stock US | 49.01 | 2.44 | 46.57 |
| Other | 0.52 | 0.00 | 0.52 |
| Stock non-US | 0.56 | 0.05 | 0.50 |
| Sector Weights | ||
|---|---|---|
| Sector | Equity % | Relative to Category |
| Technology | 22.62 | 18.14 |
| Healthcare | 15.72 | 15.52 |
| Financial Services | 14.20 | 13.74 |
| Consumer Cyclicals | 9.64 | 10.20 |
| Industrials | 9.11 | 10.91 |
| Consumer Defensive | 7.65 | 7.41 |
| Communication Services | 7.44 | 4.89 |
| Energy | 5.16 | 6.85 |
| Utilities | 3.15 | 3.69 |
| Real Estate | 2.81 | 4.08 |
| Basic Materials | 2.51 | 4.56 |
| World Regions | ||
|---|---|---|
| Region | Equity % | Relative to Category |
| North America | 98.88 | 80.22 |
| United Kingdom | 0.56 | 4.27 |
| Europe Developed | 0.52 | 8.08 |
| Asia Developed | 0.03 | 1.91 |
| Japan | 0.00 | 2.08 |
| Australasia | 0.00 | 0.51 |
| Asia Emerging | 0.00 | 2.20 |
| Latin America | 0.00 | 0.37 |
| Europe Emerging | 0.00 | 0.04 |
| Africa/Middle East | 0.00 | 0.27 |