HISHumilis US Focused Opportunities ETF
Seeks long-term capital appreciation.
By Humilis Investment Strategies · Launched 2026
Annual Cost
0.54%
#2,750 of 5,694 · average
Fund Size
$16M
#4,555 of 5,694 · small
Return (1Y)Goal
N/A
Track Record
2 months
#5,525 of 5,694 · young
Performance
Total-return NAV · USDGrowth of $10,000
$10,134+1.3%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 10 holdings = 51.6% of fundmoderately concentrated
Apple IncAAPL
6.6%
Microsoft CorpMSFT
6.4%
Alphabet Inc Class AGOOGL
6.3%
NVIDIA CorpNVDA
6.2%
Advanced Micro Devices IncAMD
5.6%
Amazon.com IncAMZN
5.5%
Oracle CorpORCL
5.4%
UnitedHealth Group IncUNH
3.4%
Palo Alto Networks IncPANW
3.3%
Broadcom IncAVGO
2.9%
Asset allocation
Stocks
99.8%
Cash
0.2%
By sector
Technology
41.8%
Financial Services
12.0%
Communication
11.2%
Consumer Cyclical
10.0%
Healthcare
8.1%
Industrials
5.7%
Consumer Defensive
3.8%
Utilities
3.3%
Other
4.2%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
N/A
Max drawdown
-6.4%Mild
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 primarily invested in equity securities of large-cap U.S. companies, focusing on those among the 500 largest by market capitalization. The Sub-Adviser employs top-down and bottom-up research to identify superior risk/reward opportunities, emphasizing companies with strong growth metrics and financial flexibility.
- Inception date
- May 18, 2026
- Fund family
- Humilis Investment Strategies
Similar funds
Same asset class, closest by strategy & exposureWhat's next?
You've looked at HIS. Save it to your watchlist to weigh it against other funds, then turn your shortlist into a portfolio.
Data updated on 2026-07-10