PFDE is an actively managed Exchange-Traded Fund (ETF) that targets significant long-term capital appreciation. It achieves this by employing a systematic, machine learning-driven strategy to pinpoint and invest in high-quality companies from the S&P 500 index. The fund typically holds a concentrated portfolio of 60 to 140 equity positions. Its sophisticated investment process relies on a multi-factor systematic framework, which rigorously evaluates potential candidates across several key metrics: Momentum: Analyzing price trends, business performance, and technical indicators. Sentiment: Gauging market perception through analyst revisions, ownership patterns, and short interest levels. Growth: Examining earnings expansion and market share dynamics. Quality: Assessing earnings consistency, balance sheet strength, and management effectiveness. Valuation: Determining whether the stock is appropriately priced. Portfolio construction involves an optimization process designed to carefully balance potential returns, manage overall risk, control concentration, and minimize transaction costs. Furthermore, robust risk management is continuously applied across factor, sector, and individual stock levels. Securities may be divested if their foundational investment rationale weakens or if more compelling opportunities arise. The fund's holdings undergo weekly rebalancing to maintain strategic alignment.

PFDE Holdings & Sector Breakdown

PFDE Holdings & Sector Breakdown