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PCPPPorter & Company Porter Portfolio Index ETF

DiversifierNewRanked #171 of 281 in this goal

Tracks the investment results of the Porter & Co. Porter Portfolio Index.

By Tuttle Capital Management, LLC · Launched 2026

Annual Cost

0.75%

#4,060 of 6,033 · expensive

Fund Size

$25M

#4,402 of 6,033 · small

Return (1Y)

N/A

Track Record

3 months

#5,629 of 6,033 · young

Performance

Total-return NAV · USD
Growth of $10,000
$10,914+9.1%

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

What's inside

How Beacon categorizes this fund

Asset class

Mixed asset

Strategy

Index tracking

Index tracked

Porter Portfolio Index

Holdings

By weight

Concentration

Top 9 holdings = 52.5% of fundmoderately concentrated

The Laddered T-Bill ETFTLDR
7.7%
iShares 1-5 Year invmt Grd Corp Bd ETFIGSB
7.7%
Franco-Nevada CorpFNV.TO
7.0%
iShares 1-3 Year Treasury Bond ETFSHY
6.3%
Kinsale Capital Group IncKNSL
5.6%
Skyward Specialty Insurance Group IncSKWD
5.4%
Axis Capital Holdings LtdAXS
5.3%
WR Berkley CorpWRB
4.1%
Chubb LtdCB
3.5%

Asset allocation

Stocks
58.8%
Other
19.6%
Bonds
13.8%
Cash
7.8%

By sector

Financial Services
45.6%
Basic Materials
11.8%
Industrials
11.2%
Consumer Defensive
10.8%
Healthcare
7.2%
Technology
6.5%
Consumer Cyclical
4.1%
Energy
1.7%
Other
1.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
N/A
Max drawdown
-3.4%Mild

Worst peak-to-trough loss

Sharpe (3Y)
Unavailable

Needs 3+ years of history

Sortino (3Y)
Not yet

Needs 3+ years of history

Bond profile

Duration

3.8 years

Credit ratings

US Government
13.7%
AAA
0.1%
AA
50.4%
A
25.0%
BBB
24.5%
BB
0.0%

Listing

Exchange
Cboe BZX

Full fund details

Objective
Tracks the investment results of the Porter & Co. Porter Portfolio Index.
Strategy
Invests at least 80% of total assets in component securities of the Porter Portfolio Index using a replication strategy. May use representative sampling when necessary to closely match the Index's risk and return characteristics.
Inception date
June 4, 2026
Fund family
Tuttle Capital Management, LLC

Next steps

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

Data updated on 2026-09-16