Fitz-Gerald Must Have Portfolio ETF (FITZ): ETF
ETF traded on ARCX under symbol FITZ. Quoted in usd.
Fitz-Gerald Must Have Portfolio ETF
+1.42%$25.07
ARCX:FITZEquity
AUM $102.16M·YTD --·Yield --
ARCX:FITZ$25.07+1.42%AUM $102.16MAbout FITZ
The Fitz-Gerald Must Have Portfolio ETF (FITZ) is a strategically managed fund that takes a thematic approach to equity investing. It allocates capital to a focused selection of companies – those considered indispensable for the coming decade, specifically looking towards 2030. These enterprises are chosen for their strong potential to capitalize on significant, enduring structural transformations across various key global shifts, including digitalization, defense, distribution, dislocation, and diffusion.
Largest holdings
- PLTR Palantir Technologies Inc4.99%
- LLY Eli Lilly & Co4.97%
- AAPL Apple Inc4.94%
- WMT Walmart Inc4.92%
- JPM JPMORGAN CHASE & CO.4.64%
- CRWD Crowdstrike Holdings Inc4.56%
- MSFT Microsoft Corp4.55%
- ABBV AbbVie Inc4.48%
- CVX Chevron Corp4.47%
- GILD Gilead Sciences Inc4.40%
Dividend History
Benchmark Comparison
Compared against
Performance Returns
Drawdown Chart
Analyst Coverage
Savings Plan Calculator
Total Invested
$70,000
Final Portfolio
$108,346
Total Return
+$38,346
(+54.8%)
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$102.16M
NAV$24.73
Premium/Discount+1.37%
Expense Ratio0.75%
Market Cap$73.10M
Shares Outstanding2.87M
Inception DateMay 27, 2026
Fund Details
52-Week Range
$23.43$36.30
Current: $25.07
Volume
Volume47.17K
Avg Volume38.53K
Vol/Avg1.22x
30d
40.55K
60d
36.97K
90d
39.38K
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