BRIFFIS Bright Portfolios Focused Equity ETF
Seeks long term capital appreciation.
By Faith Investor · Launched 2024
Annual Cost
0.65%
#3,547 of 6,040 · average
Fund Size
$162M
#2,641 of 6,040 · mid-size
Return (1Y)
+26.5%
Track Record
1 year
#3,962 of 6,040 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$12,664+26.6%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
North americaCap
Large
Strategy
Active selection
Factor
Growth
Focus
Faith Based, GARP
Holdings
By weightConcentration
Top 10 holdings = 43.3% of fundmoderately concentrated
NVIDIA Corp
7.6%
First American Treasury Obliga
5.6%
Broadcom Inc
5.2%
Cisco Systems Inc
4.7%
Eli Lilly & Co
4.3%
Palo Alto Networks Inc
3.9%
Linde PLC
3.4%
TJX Cos Inc/The
3.1%
Arista Networks Inc
3.0%
Waste Management Inc
2.6%
Asset allocation
Stocks
96.2%
Cash
3.3%
Other
0.5%
By sector
Technology
33.2%
Healthcare
15.6%
Industrials
13.8%
Basic Materials
12.3%
Financial Services
9.1%
Energy
7.0%
Consumer Defensive
3.9%
Consumer Cyclical
3.8%
Other
1.2%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
14.5%Moderate
Year-on-year price swings
Max drawdown
-17.2%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
Unavailable
Needs 3+ years of history
Sortino (3Y)
Not yet
Needs 3+ years of history
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks long term capital appreciation.
- Strategy
- Actively manages a portfolio primarily invested in large capitalization U.S. companies, utilizing a proprietary methodology to identify growth at a reasonable price (GARP) during robust profit cycles. The Sub-Adviser combines fundamental research and technical analysis to construct a diversified portfolio of 30 to 50 companies, aligning with Christian values.
- Inception date
- December 19, 2024
- Fund family
- Faith Investor
Similar funds
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Data updated on 2026-09-18