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YALLTruth Social God Bless America ETF

Grow my money3y track recordRanked #1,889 of 2,992 in this goal

Seeks capital appreciation.

By Yorkville America Investment Trust · Launched 2022

Annual Cost

0.65%

#3,427 of 5,854 · average

Fund Size

$92M

#3,076 of 5,854 · mid-size

Return (1Y)Goal

-1.7%

Track Record

3 years

#2,746 of 5,854 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$9,947-0.5%

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

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Large

Strategy

Active selection

Factor

Value

Focus

Political

What it actually holds

By weight

Concentration

Top 10 holdings = 50.3% of fundmoderately concentrated

NVIDIA Corp
6.3%
Tesla Inc
6.3%
Broadcom Inc
5.7%
HCA Healthcare Inc
5.2%
Costco Wholesale Corp
4.8%
Electronic Arts Inc
4.8%
Boeing Co/The
4.7%
Charles Schwab Corp/The
4.3%
Charter Communications Inc
4.1%
Regions Financial Corp
4.1%

Asset allocation

Stocks
98.9%
Cash
1.1%
Other
0.0%

By sector

Technology
20.1%
Industrials
15.3%
Financial Services
11.1%
Consumer Cyclical
11.0%
Healthcare
9.6%
Consumer Defensive
9.3%
Communication
8.1%
Basic Materials
5.0%
Other
10.6%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
13.8%Moderate

Year-on-year price swings

Max drawdown
-19.7%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
0.71Decent risk-adjusted returns
Sortino (3Y)
1.05Good downside protection

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks capital appreciation.
Strategy
Actively manages a portfolio of U.S. listed equity securities with market capitalizations of at least $1 billion, focusing on companies with low price-to-earnings ratios and a multi-year track record of job growth. The portfolio includes approximately 30-40 companies across eleven sectors, avoiding those that emphasize politically left and/or liberal activism at the expense of shareholder returns.
Inception date
October 10, 2022
Fund family
Yorkville America Investment Trust

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Data updated on 2026-08-03