- What are the top holdings of KOOL?
- North Shore Equity Rotation ETF holds 39 securities in total. The largest positions and their portfolio weights are listed on the Holdings tab.
- How many holdings does KOOL have?
- KOOL holds 39 positions as reported by the fund's most recent disclosure.
- What sectors does KOOL invest in?
- North Shore Equity Rotation ETF (KOOL) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.
- What sector is KOOL most exposed to?
- KOOL's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.
- Is KOOL a US-only fund?
- The country allocation card on this page shows KOOL's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.
- What does KOOL invest in?
- KOOL aims to outperform the S&P 500 by dynamically allocating a global equity portfolio. The strategy aims to favor sectors historically known for strong performance across the business cycle phases: recession, recovery, expansion, and slowdown. It involves economic indicators and market trends, including current and forward-looking metrics to pinpoint these stages. This approach is reviewed monthly to ensure the portfolio remains aligned with changing economic conditions and market dynamics. Portfolio selection blends fundamental and technical analysis, along with top-down macroeconomic insights and industry trends such as GDP, employment, consumer spending, and inflation. It also utilizes both buy- and sell-side research to finalize the composition. Up to 20% of the assets may comprise fixed-income securities and option contracts to generate income and manage risks. Investments may include ETFs.
