BRIFFIS Bright Portfolios Focused Equity ETF
Seeks long term capital appreciation.
By Faith Investor · Launched 2024
Annual Cost
0.65%
#3,297 of 5,562 · average
Fund Size
$147M
#2,579 of 5,562 · mid-size
Return (1Y)Goal
+66.3%
Track Record
1 year
#4,039 of 5,562 · young
Performance
Total-return NAV · USDGrowth of $10,000
$16,615+66.1%
Total-return NAV, USD. Net of fund fees, before tax.
Classification
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 10 holdings = 44.9% of fundmoderately concentrated
NVIDIA CorpNVDA
7.9%
Broadcom IncAVGO
6.2%
Dell Technologies Inc Ordinary Shares - Class CDELL
4.9%
Eli Lilly and CoLLY
4.7%
Palo Alto Networks IncPANW
4.2%
First American Treasury Obligs XFXFXX
3.9%
Arista Networks IncANET
3.8%
Cummins IncCMI
3.2%
Cisco Systems IncCSCO
3.1%
Linde PLCLIN
2.9%
Asset allocation
Stocks
96.1%
Cash
3.9%
Other
0.0%
By sector
Technology
43.9%
Industrials
14.3%
Healthcare
12.4%
Financial Services
8.3%
Basic Materials
7.6%
Consumer Cyclical
6.0%
Energy
3.5%
Consumer Defensive
2.5%
Other
1.5%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
23.9%High
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
Where to buy
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks long term capital appreciation.
- Strategy
- Actively managed ETF investing primarily in large-cap companies using a proprietary methodology to identify firms in robust profit cycles. Invests at least 80% in equity securities, focusing on growth at a reasonable price (GARP). Portfolio constructed with a Christian values overlay, avoiding companies conflicting with these values.
- Inception date
- December 19, 2024
- Fund family
- Faith Investor
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Data updated on 2026-06-19