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STYLCorgi Lifestyle Brands ETF

Grow my moneyNewRanked #2,545 of 3,014 in this goal

Seeks capital appreciation.

By Corgi Funds · Launched 2026

Annual Cost

0.35%

#1,655 of 5,913 · low cost

Fund Size

$0.4M

#5,775 of 5,913 · small

Return (1Y)Goal

N/A

Track Record

3 months

#5,437 of 5,913 · young

Performance

Total-return NAV · USD
Growth of $10,000
$10,237+2.4%

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

What's inside

How Beacon categorizes this fund

Asset class

Equity

Region

Global

Cap

Multi cap

Strategy

Active selection

Focus

General Innovation

What it actually holds

By weight

Concentration

Top 10 holdings = 46.5% of fundmoderately concentrated

Nike Inc Class BNKE
8.7%
Ferrari NVRACE.MI
7.7%
Tapestry IncTPR
4.8%
Ralph Lauren Corp Class ARL
4.0%
Deckers Outdoor CorpDECK
3.8%
Lululemon Athletica IncLULU
3.8%
On Holding AGONON
3.6%
Victoria's Secret & CoVSXY
3.5%
First American Government Obligs XFGXXX
3.3%
Gildan Activewear IncGIL.TO
3.3%

Asset allocation

Stocks
96.7%
Cash
3.4%

By sector

Consumer Cyclical
98.2%
Healthcare
1.9%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
N/A
Max drawdown
-8.6%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
Cboe BZX

Full fund details

Objective
Seeks capital appreciation.
Strategy
Actively manages a portfolio primarily invested in common stocks of U.S. and foreign companies materially involved in lifestyle brands and consumer identity ecosystems, including large-, mid-, small-, and micro-cap companies. Employs a bottom-up security selection process combining fundamental analysis with thematic and quantitative screening.
Inception date
May 5, 2026
Fund family
Corgi Funds

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Data updated on 2026-08-15