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Beacon

ESUMStrategy Shares - Eventide US Market ETF

Grow my money1y track recordRanked #2,848 of 3,055 in this goal

Seeks long-term capital appreciation.

Launched 2024

Annual Cost

—

Fund Size

—

Return (1Y)

+13.1%

Track Record

1 year

#3,952 of 6,040 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$11,323+13.2%

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

What's inside

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Multi cap

Strategy

Index tracking

Factor

Multifactor

Focus

Faith Based

Index tracked

Bloomberg US 3000 Total Return Index

Holdings

By weight

Concentration

Top 10 holdings = 22.4% of funddiversified

NVIDIA CORPORATION
7.2%
BROADCOM INC.
3.1%
EXXON MOBIL CORPORATION
2.1%
THE HOME DEPOT, INC.
1.5%
AUTOMATIC DATA PROCESSING, INC.
1.5%
CATERPILLAR INC.
1.5%
UNION PACIFIC CORPORATION
1.4%
ELI LILLY AND COMPANY
1.4%
LINDE PUBLIC LIMITED COMPANY
1.3%
LOWE'S COMPANIES, INC.
1.3%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
14.1%Moderate

Year-on-year price swings

Max drawdown
-17.7%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 American, NYSE Arca

Full fund details

Objective
Seeks long-term capital appreciation.
Strategy
Actively manages a portfolio of equity securities of U.S. companies using a long-only investment approach, applying value-based screening criteria. Invests in companies of any market capitalization, typically within the range of the Bloomberg U.S. 3000 Total Return Index.
Inception date
December 18, 2024

Next steps

Save ESUM to compare it with other funds, or start building a portfolio.

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Data updated on 2026-09-18