VOXPVox Populi ETF

Grow my moneyRanked #2,957 of 2,960 in this goal

Seeks long-term capital appreciation.

Annual Cost

—

#5,562 of 5,562 · expensive

Fund Size

—

#5,562 of 5,562 · small

Return (1Y)Goal

+24.1%

Track Record

—

#5,562 of 5,562 · young

Performance

Total-return NAV · USD

Growth of $10,000

$12,500+25.0%

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

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Multi cap

Strategy

Active selection

What it actually holds

By weight

Concentration

Top 10 holdings = 38.8% of fund✓ well diversified

NVIDIA Corp

7.1%

Alphabet Inc

6.5%

Apple Inc

5.6%

Microsoft Corp

5.5%

Amazon.com Inc

4.3%

Meta Platforms Inc

2.5%

Broadcom Inc

2.5%

Tesla Inc

1.9%

Berkshire Hathaway Inc

1.5%

Eli Lilly & Co

1.4%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

12.7%Moderate

Year-on-year price swings

Max drawdown

-19.3%Moderate

Worst peak-to-trough loss

Sharpe (3Y)

1.17Strong risk-adjusted returns

Sortino (3Y)

1.65Good downside protection

Where to buy

Listing

Exchange: Cboe BZX

Full fund details

Objective: Seeks long-term capital appreciation.
Strategy: Actively manages a portfolio of equity securities of the largest approximately 450-550 domestic companies listed on U.S. exchanges, using a market sentiment-based investment strategy. Adjusts weightings based on feedback from the Reverberate App, increasing holdings for positive sentiment and reducing for negative sentiment. The portfolio typically contains all securities in the Investable Universe, with weightings adjusted according to user feedback and market capitalization. Employs guardrails to manage downside risk and thresholds for sentiment changes.