PFOEPathfinder Focused Opportunities ETF

Grow my moneyNewRanked #1,705 of 2,960 in this goal

Seeks long-term capital appreciation.

By Pathfinder ETFs · Launched 2025

Annual Cost

0.59%

#3,001 of 5,562 · average

Fund Size

$79M

#3,150 of 5,562 · mid-size

Return (1Y)Goal

N/A

Track Record

6 months

#5,140 of 5,562 · young

Performance

Total-return NAV · USD

Growth of $10,000

$9,281-7.2%

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

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Large

Strategy

Active selection

What it actually holds

By weight

Concentration

Top 10 holdings = 57.3% of fundmoderately concentrated

Alphabet Inc Class CGOOG

6.4%

Universal Music Group NV ADRUNVGY

6.3%

UnitedHealth Group IncUNH

6.2%

ASML Holding NV ADRASML

5.9%

Taiwan Semiconductor Manufacturing Co Ltd ADRTSM

5.8%

Ferrovial NVFER.AS

5.8%

Spotify Technology SASPOT

5.4%

Netflix IncNFLX

5.3%

IDEXX Laboratories IncIDXX

5.1%

MercadoLibre IncMELI

5.1%

Asset allocation

Stocks

98.6%

Cash

1.2%

Other

0.2%

By sector

Communication

23.8%

Technology

20.3%

Healthcare

18.5%

Financial Services

14.8%

Consumer Cyclical

12.3%

Industrials

10.4%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

N/A

Max drawdown

-18.2%Moderate

Worst peak-to-trough loss

Sharpe (3Y)

Unavailable

Needs 3+ years of history

Sortino (3Y)

Not yet

Needs 3+ years of history

Where to buy

Listing

Exchange: NASDAQ Global Select Market

Full fund details

Objective: Seeks long-term capital appreciation.
Strategy: Actively managed ETF investing in 15 to 30 high-quality U.S. equity securities with significant growth potential. Focuses on companies with strong financials, competitive advantages, and attractive valuations.
Inception date: December 30, 2025
Fund family: Pathfinder ETFs