SPCTLiberty One Spectrum ETF
Seeks capital appreciation and to provide current income.
By Liberty One Investment Management · Launched 2025
Annual Cost
0.85%
#4,514 of 5,861 · expensive
Fund Size
$64M
#3,399 of 5,861 · mid-size
Return (1Y)Goal
N/A
Track Record
11 months
#4,694 of 5,861 · young
Performance
Total-return NAV · USDGrowth of $10,000
$11,182+11.8%
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 = 27.2% of fund✓ well diversified
BROADCOM INC
3.4%
CATERPILLAR INC
3.3%
AMAZON.COM INC
3.2%
APPLE INC
2.9%
TEXAS INSTRUMENTS INC
2.7%
ALPHABET INC
2.7%
ELI LILLY & COMPANY
2.4%
JOHNSON & JOHNSON
2.3%
NEXTERA ENERGY INC
2.3%
WALMART INC
2.2%
Asset allocation
Stocks
99.3%
Cash
0.7%
By sector
Consumer Defensive
16.4%
Healthcare
12.6%
Industrials
11.7%
Technology
11.4%
Consumer Cyclical
10.6%
Real Estate
10.1%
Financial Services
9.5%
Communication
8.2%
Other
9.7%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
N/A
Max drawdown
-7.2%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 capital appreciation and to provide current income.
- Strategy
- Actively manages a diversified portfolio of equity securities, primarily large-cap U.S. companies that pay dividends across most sectors. Focuses on established companies with strong financial foundations and potential for reduced volatility.
- Inception date
- September 29, 2025
- Fund family
- Liberty One Investment Management
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Data updated on 2026-08-04