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ABIGArgent Large Cap ETF

Grow my money1y track recordRanked #1,948 of 2,992 in this goal

Seeks long-term capital appreciation.

By Argent · Launched 2025

Annual Cost

0.49%

#2,473 of 5,854 · average

Fund Size

$56M

#3,531 of 5,854 · mid-size

Return (1Y)Goal

+13.4%

Track Record

1 year

#4,237 of 5,854 · young

Performance

Total-return NAV · USD
Growth of $10,000
$11,413+14.1%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Large

Strategy

Active selection

What it actually holds

By weight

Concentration

Top 10 holdings = 57.0% of fundmoderately concentrated

NVIDIA CorpNVDA
8.9%
Alphabet IncGOOGL
8.8%
Amazon.com IncAMZN
8.6%
Microsoft CorpMSFT
6.5%
TransDigm Group IncTDG
5.0%
Mastercard IncMA
4.4%
Applied Materials IncAMAT
3.8%
Broadcom IncAVGO
3.8%
Apple IncAAPL
3.7%
United Rentals IncURI
3.6%

Asset allocation

Stocks
97.8%
Cash
2.2%

By sector

Technology
35.2%
Industrials
16.0%
Consumer Cyclical
14.1%
Communication
11.3%
Financial Services
10.7%
Healthcare
7.7%
Energy
2.2%
Consumer Defensive
1.4%
Other
1.4%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
14.1%Moderate

Year-on-year price swings

Max drawdown
-13.7%Mild

Worst peak-to-trough loss

Sharpe (3Y)
Unavailable

Needs 3+ years of history

Sortino (3Y)
Not yet

Needs 3+ years of history

Listing

Exchange
NASDAQ Global Select Market

Full fund details

Objective
Seeks long-term capital appreciation.
Strategy
Actively manages a portfolio of equity securities in large-capitalization companies, focusing on high quality, enduring businesses. The Sub-Adviser employs a multi-step investment process based on qualitative fundamental research and invests primarily in the largest companies by market capitalization.
Inception date
April 8, 2025
Fund family
Argent

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Data updated on 2026-08-04