AIUPFINQ FIRST U.S. Large Cap AI-Managed Equity ETF

Grow my moneyNewRanked #2,762 of 2,960 in this goal

Seeks long-term capital appreciation.

By Tidal Investments LLC · Launched 2026

Annual Cost

0.70%

#3,529 of 5,562 · average

Fund Size

$4M

#5,142 of 5,562 · small

Return (1Y)Goal

N/A

Track Record

4 months

#5,232 of 5,562 · young

Performance

Total-return NAV · USD

Growth of $10,000

$10,834+8.3%

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

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Large

Strategy

Active selection

Focus

Artificial Intelligence

What it actually holds

By weight

Concentration

Top 10 holdings = 77.5% of fundconcentrated

Meta Platforms Inc Class AMETA

14.9%

Amazon.com IncAMZN

14.8%

NVIDIA CorpNVDA

14.6%

ServiceNow IncNOW

5.1%

Datadog Inc Class ADDOG

4.9%

Microsoft CorpMSFT

4.8%

Broadcom IncAVGO

4.7%

Insulet CorpPODD

4.6%

DoorDash Inc Ordinary Shares - Class ADASH

4.6%

Mastercard Inc Class AMA

4.6%

Asset allocation

Stocks

99.9%

Cash

0.1%

By sector

Technology

38.7%

Consumer Cyclical

23.9%

Communication

23.8%

Healthcare

9.0%

Financial Services

4.6%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

N/A

Max drawdown

-11.3%Mild

Worst peak-to-trough loss

Sharpe (3Y)

Unavailable

Needs 3+ years of history

Sortino (3Y)

Not yet

Needs 3+ years of history

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks long-term capital appreciation.
Strategy: Actively manages a portfolio primarily invested in equity securities of U.S. large-cap companies based on a proprietary adaptive AI framework. The portfolio typically includes 14 to 20 stocks ranked by the Model.
Inception date: February 5, 2026
Fund family: Tidal Investments LLC