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FCUSPinnacle Focused Opportunities ETF

Grow my money3y track recordRanked #1,941 of 2,998 in this goal

Seeks long term capital appreciation.

By Pinnacle · Launched 2022

Annual Cost

0.80%

#4,362 of 5,861 · expensive

Fund Size

$101M

#2,998 of 5,861 · mid-size

Return (1Y)Goal

+37.5%

Track Record

3 years

#2,823 of 5,861 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$13,665+36.6%

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

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Multi cap

Strategy

Active selection

What it actually holds

By weight

Concentration

Top 10 holdings = 44.6% of fundmoderately concentrated

Lumentum Holdings Inc
6.0%
Ciena Corp
5.4%
MKS Inc
4.4%
Hecla Mining Co
4.3%
Micron Technology Inc
4.2%
Sandisk Corp/DE
4.2%
Bloom Energy Corp
4.1%
EchoStar Corp
4.1%
Western Digital Corp
4.1%
Coeur Mining Inc
4.0%

Asset allocation

Stocks
99.9%
Other
3.2%

By sector

Technology
50.3%
Energy
22.8%
Industrials
11.7%
Basic Materials
10.8%
Consumer Defensive
2.3%
Consumer Cyclical
2.1%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
41.6%High

Year-on-year price swings

Max drawdown
-39.9%Severe

Worst peak-to-trough loss

Sharpe (3Y)
0.67Decent risk-adjusted returns
Sortino (3Y)
0.91Moderate downside risk

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks long term capital appreciation.
Strategy
Actively manages a focused portfolio of U.S. equity securities, targeting the largest 1,000 stocks. Utilizes a proprietary model based on Momentum, Relative Strength, and Earnings Revisions to select top stocks, adjusting exposure based on market signals.
Inception date
December 28, 2022
Fund family
Pinnacle

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Data updated on 2026-08-04