BUYZFranklin Disruptive Commerce ETF

Grow my money6y track recordRanked #2,331 of 2,960 in this goal

Seeks capital appreciation.

By Franklin Templeton Investments · Launched 2020

Annual Cost

0.50%

#2,576 of 5,562 · average

Fund Size

$5M

#5,047 of 5,562 · small

Return (1Y)Goal

-12.6%

Track Record

6 years

#2,059 of 5,562 · seasoned

Performance

Total-return NAV · USD

Growth of $10,000

$8,802-12.0%

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

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Multi cap

Strategy

Active selection

Sector

Consumer discretionary

Focus

General Innovation

What it actually holds

By weight

Concentration

Top 10 holdings = 53.4% of fundmoderately concentrated

Shopify Inc

10.1%

Amazon.com Inc

9.0%

AppLovin Corp

6.3%

DoorDash Inc

5.6%

MercadoLibre Inc

4.0%

Booking Holdings Inc

4.0%

Carvana Co

4.0%

Meta Platforms Inc

3.9%

Affirm Holdings Inc

3.5%

Sea Ltd

3.0%

Asset allocation

Stocks

98.2%

Cash

1.9%

By sector

Consumer Cyclical

39.4%

Communication

23.8%

Technology

15.4%

Financial Services

8.1%

Consumer Defensive

5.7%

Industrials

4.9%

Real Estate

2.6%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

22.6%High

Year-on-year price swings

Max drawdown

-68.0%Severe

Worst peak-to-trough loss

Sharpe (3Y)

0.37Below average

Sortino (3Y)

0.52Moderate downside risk

Where to buy

Listing

Exchange: Cboe BZX

Full fund details

Objective: Seeks capital appreciation.
Strategy: Invests primarily in equity securities of companies focused on disruptive commerce, including e-commerce and innovative marketing. Concentrates on consumer discretionary industries and may include companies from any market capitalization and geographic location.
Inception date: February 25, 2020
Fund family: Franklin Templeton Investments