Skip to main content
Signal8

Eventide US Market ETF (ESUM): ETF

ETF traded on ARCX under symbol ESUM. Quoted in usd.

Eventide US Market ETF logo

Eventide US Market ETF

+0.03%$29.37
ARCX:ESUMEquity
AUM $198M·YTD --·Yield --
Eventide US Market ETF logoARCX:ESUM$29.37+0.03%
About ESUM

The Eventide US Market ETF (ESUM) is an actively managed fund that invests in a wide range of U.S. stocks, targeting both growth and value companies throughout the entire American market. A key part of its investment strategy involves stringent Environmental, Social, and Governance (ESG) screening, which means it specifically excludes businesses in industries like gambling, tobacco, adult entertainment, alcohol, and weapons, among others. The fund combines detailed fundamental analysis with data-driven quantitative methods to make its investment choices. Its goal is to replicate the returns of the Bloomberg U.S. 3000 Total Return Index, while specifically backing companies that adhere to socially conscious and faith-based values.

Largest holdings

  1. NVDA NVIDIA CORP6.52%
  2. AVGO BROADCOM INC2.17%
  3. XOM EXXONMOBIL HOLDINGS CORP COMMON STOCK USD2.10%
  4. LLY ELI LILLY & CO1.92%
  5. ADP AUTOMATIC DATA PROCESSING1.86%
  6. HD HOME DEPOT INC1.57%
  7. AMD ADV MICRO DEVICE1.44%
  8. UNP UNION PAC CORP1.44%
  9. MU MICRON TECH1.39%
  10. LIN LINDE PLC1.37%
Full holdings, sectors and countries
Dividend History
Benchmark Comparison
Compared against
Performance Returns
Drawdown Chart
Analyst Coverage
Savings Plan Calculator
Total Invested
$70,000
Final Portfolio
$110,862
Total Return
+$40,862
(+58.4%)
Dividends Reinvested
$0
compounded into portfolio
Defaults are seeded from historical performance and trailing twelve-month yield. Past performance is not a forecast. Feel free to adjust any input to model your own assumptions.
ETF Key Metrics
AUM$198.00M
NAV$29.36
Premium/Discount+0.03%
Expense Ratio0.39%
Market Cap--
Shares Outstanding--
Inception DateDec. 17, 2024
Fund Details
IssuerEventide
Asset ClassEquity
Beta--
SectorFinancial Services
DomicileUS
52-Week Range
$25.46$31.87
Current: $29.37
Volume
Volume26.38K
Avg Volume31.04K
Vol/Avg0.85x

30d

34.32K

60d

34.99K

90d

31.45K

Comparable ETFs