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RUNNRunning Oak Efficient Growth ETF

Grow my money#1195 of 2944 for Grow my money

Seeks long-term growth of capital.

Running Oak Capital LLC · Since 2023 (2 years)

Annual Cost

0.58%

#2732 out of 5,332 ETFs

Fund Size

$360M

#1684 out of 5,332 ETFs

Dividend Yield

0.57%

Track Record

2 years

#3120 out of 5,332 ETFs

Performance

1 Year

+4.1%

3 Years

N/A

5 Years

N/A

What's inside

Asset class
Strategy
active selection
Cap
multi cap

Asset allocation

Stocks
97.8%
Cash
2.2%

Sector breakdown

Industrials
38.7%
Technology
20.5%
Healthcare
14.9%
Financial Services
13.5%
Consumer Cyclical
9.0%
Basic Materials
1.8%
Communication
1.7%

Top holdings

Darden Restaurants IncDRI2.0%
The Cigna GroupCI1.9%
Brown & Brown IncBRO1.9%
CACI International Inc Class ACACI1.9%
Amdocs LtdDOX1.9%
General Dynamics CorpGD1.9%
Alcon IncALC.SW1.9%
Intercontinental Exchange IncICE1.9%
Marsh & McLennan Companies IncMRSH1.9%
Carlisle Companies IncCSL1.9%

Risk profile

Volatility (1Y)

13.2%

Moderate

Max drawdown

-16.8%

Worst peak-to-trough loss

Sharpe (3Y)

N/A

Sortino (3Y)

N/A

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Data updated on 2026-05-05