USMC Principal U.S. Mega-Cap ETF

36

NASDAQ | ETF

Price
$64.31
Increased by +2.86%
Dollar volume (20D)
11.31 M
ADR%
1.19
Technology - 26.82%Financial Services - 20.34%Communication Services - 13.80%Consumer Defensive - 10.34%Healthcare - 9.12%Consumer Cyclicals - 8.14%Energy - 5.91%Industrials - 5.52%Basic Materials - 0.00%Real Estate - 0.00%Utilities - 0.00%
Technology - 26.82%
Financial Services - 20.34%
Communication Services - 13.80%
Consumer Defensive - 10.34%
Healthcare - 9.12%
Consumer Cyclicals - 8.14%
Energy - 5.91%
Industrials - 5.52%
Basic Materials - 0.00%
Real Estate - 0.00%
Utilities - 0.00%

Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities ofU. S. companies with very large (mega) market capitalizations at the time of purchase.

For this fund, companies with mega capitalizations are those with market capitalizations in the top 50th percentile of the S&P 500 Index at the time of purchase.

The fund is non-diversified.

Top 20 Holdings

Asset Name Sector Industry Weight
NVDA NVIDIA Corporation Technology Semiconductors 7.51%
AAPL Apple Inc Technology Consumer Electronics 6.74%
GOOGL Alphabet Inc Class A Communication Services Internet Content & Information 5.30%
MSFT Microsoft Corporation Technology Software - Infrastructure 4.91%
JPM JPMorgan Chase & Co Financial Services Banks - Diversified 4.56%
NFLX Netflix Inc Communication Services Entertainment 4.56%
COST Costco Wholesale Corp Consumer Defensive Discount Stores 4.56%
AVGO Broadcom Inc Technology Semiconductors 4.55%
MA Mastercard Inc Financial Services Credit Services 4.55%
V Visa Inc. Class A Financial Services Credit Services 4.49%
UNH UnitedHealth Group Incorporated Healthcare Healthcare Plans 4.12%
META Meta Platforms Inc. Communication Services Internet Content & Information 3.97%
AMZN Amazon.com Inc Consumer Cyclical Internet Retail 3.64%
CRM Salesforce.com Inc Technology Software - Application 3.62%
PLTR Palantir Technologies Inc. Technology Software - Infrastructure 3.60%
BAC Bank of America Corp Financial Services Banks - Diversified 3.52%
JNJ Johnson & Johnson Healthcare Drug Manufacturers - General 3.50%
ADBE Adobe Systems Incorporated Technology Software - Infrastructure 3.46%
BRK-B Berkshire Hathaway Inc Financial Services Insurance - Diversified 3.43%
ABBV AbbVie Inc Healthcare Drug Manufacturers - General 3.31%
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