FCUS

Pinnacle Focused Opportunities ETF

$31.67
+0.00%
Market closed. Last update: 10:56 PM ET

📎 Investment Objective

The Pinnacle Focused Opportunities ETF seeks to provide long-term capital appreciation by investing in a concentrated portfolio of U.S. equities that the fund's managers believe have the potential for significant growth.

Overview

ETF tracking Pinnacle Focused Opportunities ETF

Category Other
Issuer Other
Inception Date 2022-12-30
Market Cap $45.1M
Average Volume N/A
Dividend Yield 10.17%
52-Week Range $20.30 - $35.51
VWAP $31.25

Performance

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Investment Summary

📎 Investment Objective

The Pinnacle Focused Opportunities ETF seeks to provide long-term capital appreciation by investing in a concentrated portfolio of U.S. equities that the fund's managers believe have the potential for significant growth.

🎯 Investment Strategy

The fund invests primarily in the common stocks of 20-30 U.S. companies across various sectors that the portfolio managers have identified as having strong competitive positions, attractive valuations, and promising growth prospects. The managers use fundamental research to select the fund's holdings and actively manage the portfolio.

✨ Key Features

  • Concentrated portfolio of 20-30 U.S. stocks
  • Actively managed fund that seeks to identify high-growth companies
  • No investment minimum and daily liquidity
  • Low expense ratio of 0.00%

⚠️ Primary Risks

  • Concentration risk as the fund holds a limited number of stocks
  • Potential for higher volatility compared to broader market indexes
  • Reliance on the portfolio managers' stock selection abilities
  • Lack of performance history to evaluate long-term returns

👤 Best For

The Pinnacle Focused Opportunities ETF may be suitable for investors seeking exposure to a concentrated portfolio of high-growth U.S. equities as part of a diversified investment strategy. This fund may be appropriate for investors with a higher risk tolerance and a long-term investment horizon who are comfortable with the fund's concentrated approach.