AQLGHCM Large Cap Growth ETF
Seeks long-term capital appreciation.
By Highland Capital Management · Launched 2026
Annual Cost
0.65%
#3,362 of 5,776 · average
Fund Size
$75M
#3,232 of 5,776 · mid-size
Return (1Y)Goal
N/A
Track Record
1 month
#5,641 of 5,776 · young
Performance
Total-return NAV · USDGrowth of $10,000
$10,271+2.7%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 10 holdings = 36.4% of fund✓ well diversified
Alphabet Inc Class AGOOGL
5.0%
Apple IncAAPL
4.8%
First Horizon CorpFHN
3.9%
iShares Core S&P 500 ETFIVV
3.7%
Citigroup IncC
3.6%
Kinder Morgan Inc Class PKMI
3.4%
Broadcom IncAVGO
3.3%
Micron Technology IncMU
3.0%
Bank of America CorpBAC
3.0%
AbbVie IncABBV
2.7%
Asset allocation
Stocks
99.8%
Cash
0.2%
Other
0.0%
By sector
Financial Services
27.4%
Technology
27.1%
Energy
11.8%
Consumer Cyclical
9.1%
Communication
8.8%
Healthcare
7.0%
Industrials
5.6%
Consumer Defensive
2.2%
Other
1.1%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
N/A
Max drawdown
-1.5%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 managed; invests at least 80% of net assets in equity securities or ETFs of large-capitalization companies (defined as Russell 1000 Index constituents). The Adviser runs a proprietary quantitative multi-factor model scoring stocks on relative valuation, earnings momentum, earnings growth, dividend yield and volatility, selecting top-quartile names and overweighting favorably-ranked sectors. Non-diversified.
- Inception date
- June 5, 2026
- Fund family
- Highland Capital Management
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Data updated on 2026-07-25