The Humilis US Focused Opportunities ETF (HIS) allocates capital to prominent US corporations. Its investment methodology integrates a macro-level economic outlook with detailed, individual company analysis. Portfolio managers first assess broader financial indicators such as interest rates, inflation, credit spreads, and overall market sentiment to pinpoint sectors and industries offering strong growth prospects. Subsequently, they meticulously select companies that demonstrate robust earnings expansion, increasing profit margins, superior returns on equity, significant free cash flow, responsible debt management, and healthy financial statements. The fund aims to hold businesses capable of boosting their profitability, expanding their market share, and maintaining financial resilience across diverse economic conditions. Holdings are regularly re-evaluated, and positions may be exited if market conditions shift, valuations become less appealing, the initial investment rationale erodes, or a stock reaches its designated price target.

HIS Holdings & Sector Breakdown

HIS Holdings & Sector Breakdown