ESSC aims for long-term capital appreciation by investing in small-cap US companies. The actively managed fund uses a long-only investment approach and seeks to generate performance like its market cap-weighted benchmark index of the smallest 2,000 companies in the US. The fund selects at least 100 companies using fundamental research that includes a values-based screening inspired by the Christian faith. The fund caps an industry or industry group by 25%, except when it represents 20% or more of the benchmark, allowing them to go up to 35%. While actively managing the fund, the adviser monitors its holdings with full discretion to adjust the portfolio as necessary using research, quantitative modeling, and risk tools.

Element Solutions Inc

Highwoods Properties, Inc.

Archrock, Inc.

F.N.B. Corporation

Associated Banc-Corp

Northwest Bancshares, Inc.

TFS Financial Corporation

Southwest Gas Holdings Inc

WesBanco, Inc.

GATX Corporation

Healthcare

Financial Services

Technology

Industrials

Consumer Cyclical

Utilities

Real Estate

Energy

Basic Materials

Consumer Defensive

Eventide Small Cap ETF

East Stone Acquisition Corporation currently does not conduct significant business operations. Instead, its principal aim is to execute a business combination – which could involve a merger, asset acquisition, stock exchange, or other similar transaction – with one or more active companies or assets. The firm's strategic focus for potential targets is primarily within the financial services sector or companies that provide technology solutions to the financial industry, operating in North America and the Asia-Pacific regions. East Stone Acquisition Corporation was established in 2018 and is headquartered in Burlington, Massachusetts.

ESSC Holdings & Sector Breakdown