PLGIPL Growth and Income ETF

Grow my money Get income#1379 of 1640 for Get income

Under normal market conditions, the fund will invest at least 80% of its assets in a combination of equities from growth companies and income-producing securities or options. Growth companies are companies the adviser believes have above average growth potential. The fund manager may engage in frequent trading of its portfolio, resulting in a higher portfolio turnover rate.

Collaborative Fund Advisors, LLC · Since 2025 (5 months)

Annual Cost

1.25%

#5034 out of 5,332 ETFs

Fund Size

$65M

#3120 out of 5,332 ETFs

Dividend Yield

—

Track Record

5 months

#5049 out of 5,332 ETFs

Performance

1 Year

N/A

3 Years

N/A

5 Years

N/A

What's inside

Asset class

equity

Region

north america

Strategy

active selection

Cap

multi cap

Asset allocation

Stocks

93.3%

Cash

4.0%

Bonds

2.7%

Sector breakdown

Technology

23.0%

Consumer Defensive

19.9%

Consumer Cyclical

19.8%

Financial Services

12.8%

Industrials

10.2%

Communication

9.9%

Healthcare

3.6%

Real Estate

0.7%

Top holdings

Expedia Group IncEXPE3.7%

Costco Wholesale CorpCOST3.7%

ING Groep NV ADRING3.6%

Ingredion IncINGR3.6%

Cummins IncCMI3.6%

BioMarin Pharmaceutical IncBMRN3.5%

Mondelez International Inc Class AMDLZ3.5%

T-Mobile US IncTMUS3.5%

Yum China Holdings IncYUMC3.5%

A.O. Smith CorpAOS3.5%

Risk profile

Volatility (1Y)

N/A

Max drawdown

-7.3%

Worst peak-to-trough loss

Sharpe (3Y)

N/A

Sortino (3Y)

N/A

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