LEAD vs. PIN ETF Comparison

Comparison of Evolve Future Leadership ETF Hedged (LEAD) to Purpose Monthly Income Fund (PIN)
LEAD

Evolve Future Leadership ETF Hedged

LEAD Description

The investment objective of LEAD is to seek to provide holders of Units with long-term capital appreciation by investing primarily in a diversified mix of equity securities of companies located domestically or internationally that the Manager has determined are leaders in sectors that stand to benefit from medium and long term economic trends. The Manager will use a selection process that combines quantitative techniques, fundamental analysis and risk management. The Manager will also write covered call options on up to 33% of the portfolio securities, at its discretion. The level of covered call option writing may vary based on market volatility and other factors.

Grade (RS Rating)

Last Trade

$19.93

Average Daily Volume

643

Number of Holdings *

3

* may have additional holdings in another (foreign) market
PIN

Purpose Monthly Income Fund

PIN Description The Purpose Monthly Income Fund seeks to (i) maximize total return, consisting of dividend income and capital appreciation by tactically investing in a broad range of asset classes which may include equity, fixed income and inflation sensitive securities and cash; and (ii) to provide shareholders with stable monthly distributions.

Grade (RS Rating)

Last Trade

$17.20

Average Daily Volume

1,256

Number of Holdings *

1

* may have additional holdings in another (foreign) market
Performance
Period LEAD PIN
30 Days 5.98% -1.09%
60 Days 2.81% -0.23%
90 Days 2.87% 0.06%
12 Months 28.30% 2.68%
0 Overlapping Holdings
Symbol Grade Weight in LEAD Weight in PIN Overlap
LEAD Overweight 3 Positions Relative to PIN
Symbol Grade Weight
HERO A 4.53%
LIFE A 4.05%
CYBR B 3.06%
LEAD Underweight 1 Positions Relative to PIN
Symbol Grade Weight
NTR D -1.26%

PIN: Top Represented Industries & Keywords

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