- What are the top holdings of YOKE?
- YOKE Core ETF holds — securities in total. The largest positions and their portfolio weights are listed on the Holdings tab.
- How many holdings does YOKE have?
- YOKE holds — positions as reported by the fund's most recent disclosure.
- What sectors does YOKE invest in?
- YOKE Core ETF (YOKE) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.
- What sector is YOKE most exposed to?
- YOKE's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.
- Is YOKE a US-only fund?
- The country allocation card on this page shows YOKE'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 YOKE invest in?
- YOKE is an actively managed ETF that invests tactically across broad US and non-US equity markets. It aims to hold one-third of its assets in each of the following strategies based on: i) momentum, ii) quality, and ii) risk-on/ risk-off environment. For momentum, the fund identifies the current stage of the business cycle and selects securities that display positive momentum. For quality, the fund employs proprietary qualitative and quantitative fundamental indicators to assess attractiveness and future returns. Lastly, the risk-on/risk-off strategy adjusts investments based on market valuations and risk levels, shifting towards defensive equity positions when necessary. While the fund generally buys securities directly, it may also invest in cost-efficient ETFs. Foreign exposure is typically attained through investments in ADRs and GDRs, as well as ETFs with exposure to developed market equities. Portfolio holdings are generally sold at the discretion of the adviser.
