- What are the top holdings of RULE?
- Adaptive Core ETF holds 36 securities in total. The largest positions and their portfolio weights are listed on the Holdings tab.
- How many holdings does RULE have?
- RULE holds 36 positions as reported by the fund's most recent disclosure.
- What sectors does RULE invest in?
- Adaptive Core ETF (RULE) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.
- What sector is RULE most exposed to?
- RULE's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.
- Is RULE a US-only fund?
- The country allocation card on this page shows RULE'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 RULE invest in?
- RULE is an actively managed fund of global securities and ETFs, including value and growth stocks, investment grade and junk bonds, convertibles, preferred shares, equity and fixed income ETFs, and cash. In seeking current income, the fund advisor utilizes proprietary technology to analyze the price of securities using multiple mathematical formulas that identify upward and downward trends. Selection is based on a composite score, created by combining each formula which informs buy, sell, or hold decisions. The adviser typically prefers securities with lower expenses and higher liquidity to create a portfolio comprising approximately 5 to 20 constituents. The fund may also move the entire portfolio to cash or short duration ETFs during unfavorable events. Additionally, the funds name Adaptive Core is derived from its ability to adapt to various market conditions. As such, investors should anticipate frequent trading and a higher portfolio turnover rate.
