Eventide US Market ETF (ESUM): ETF
ETF traded on ARCX under symbol ESUM. Quoted in usd.
Eventide US Market ETF
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
- NVDA NVIDIA CORP6.52%
- AVGO BROADCOM INC2.17%
- XOM EXXONMOBIL HOLDINGS CORP COMMON STOCK USD2.10%
- LLY ELI LILLY & CO1.92%
- ADP AUTOMATIC DATA PROCESSING1.86%
- HD HOME DEPOT INC1.57%
- AMD ADV MICRO DEVICE1.44%
- UNP UNION PAC CORP1.44%
- MU MICRON TECH1.39%
- LIN LINDE PLC1.37%
30d
34.32K
60d
34.99K
90d
31.45K