FCTESMI 3Fourteen Full-Cycle Trend ETF
Seeks long-term capital appreciation.
By 3fourteensmi · Launched 2024
Annual Cost
0.85%
#4,678 of 6,040 · expensive
Fund Size
$261M
#2,221 of 6,040 · mid-size
Return (1Y)
+6.5%
Track Record
2 years
#3,590 of 6,040 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$10,600+6.0%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
Top 10 holdings = 50.3% of fundmoderately concentrated
APPLIED MATERIALS, INC.
5.0%
AMPHENOL CORPORATION
5.0%
LAM RESEARCH CORPORATION
5.0%
HCA HEALTHCARE, INC.
5.0%
PARKER-HANNIFIN CORPORATION
5.0%
KLA CORPORATION
5.0%
MONOLITHIC POWER SYSTEMS, INC.
5.0%
MONSTER BEVERAGE CORPORATION
5.0%
NORDSON CORPORATION
5.0%
MCKESSON CORPORATION
5.0%
Asset allocation
Stocks
100.0%
By sector
Technology
39.7%
Industrials
29.5%
Healthcare
20.6%
Communication
5.2%
Consumer Cyclical
5.0%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
15.9%Moderate
Year-on-year price swings
Max drawdown
-19.7%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
- NASDAQ Global Select Market
Full fund details
- Objective
- Seeks long-term capital appreciation.
- Strategy
- Actively manages a portfolio of domestic stocks using a Full-Cycle Trend strategy to identify and hold stocks expected to outperform the S&P 500 over the entire market cycle. The strategy involves frequent trading and high portfolio turnover.
- Inception date
- July 1, 2024
- Fund family
- 3fourteensmi
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Data updated on 2026-09-18