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DAKDakota Active Equity ETF

Grow my money#2229 of 2944 for Grow my money

Seeks to achieve capital appreciation.

Dakota Wealth, LLC · Since 2025 (10 months)

Annual Cost

0.43%

#1969 out of 5,332 ETFs

Fund Size

$38M

#3606 out of 5,332 ETFs

Dividend Yield

Track Record

10 months

#4702 out of 5,332 ETFs

Performance

1 Year

N/A

3 Years

N/A

5 Years

N/A

What's inside

Asset class
Strategy
active selection
Cap
large

Asset allocation

Stocks
99.4%
Cash
0.4%
Other
0.2%

Sector breakdown

Technology
31.6%
Financial Services
14.1%
Communication
11.3%
Consumer Cyclical
10.2%
Healthcare
9.7%
Industrials
7.6%
Consumer Defensive
6.7%
Energy
3.6%
Other
5.4%

Top holdings

Apple IncAAPL5.5%
iShares Core S&P 500 ETFIVV3.7%
Vanguard S&P 500 ETFVOO3.4%
Alphabet Inc Class CGOOG3.3%
JPMorgan Chase & CoJPM2.9%
Microsoft CorpMSFT2.8%
Analog Devices IncADI2.6%
Cboe Global Markets IncCBOE2.5%
Invesco QQQ TrustQQQ2.4%
NVIDIA CorpNVDA2.2%

Risk profile

Volatility (1Y)

N/A

Max drawdown

-7.9%

Worst peak-to-trough loss

Sharpe (3Y)

N/A

Sortino (3Y)

N/A

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Data updated on 2026-05-05