BUL hits a new 52-week high as strong growth sentiment, tech momentum and a focus on high free cash flow stocks fuel gains.
Pacer US Cash Cows Growth ETF holds a portfolio of 50 stocks with high growth and free cash flow, focused on consumer discretionary and industrials. The BUL ETF combines value and growth characteristics and has outperformed many growth ETFs over the last 12 months. Nonetheless, performance since inception is underwhelming compared to peers.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 28,858 | $1.46M | $1.7M | $240,927.85 | 16.47% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 8,806 | $476,052 | $522,107.74 | $46,055.74 | 9.67% |
James Rankin Modern Wealth Management, LLC | 69,422 | $2.59M | $4.11M | $1.52M | 58.76% |
Amir Har-El Savvy Advisors, Inc. | 6,942 | $305,031.5 | $410,966.4 | $105,934.9 | 34.73% |
Maridea Wealth Management LLC Maridea Wealth Management LLC | 15,418 | $829,220.88 | $906,732.58 | $77,511.7 | 9.35% |
| ARCA Exchange | US Country |
The company offers a specialized investment fund designed to provide investors with exposure to mid- and large-capitalization U.S. companies selected based on their high free cash flow yields. Utilizing a systematic, rules-based methodology, the fund emphasizes on allocating at least 80% of its total assets in the securities that make up its underlying index, excluding any collateral held from securities lending. This focus on high free cash flow yields aims to identify companies that are potentially undervalued or have the capability to generate sustained earnings and growth. The fund's strategy is distinct in that it is non-diversified, meaning it may invest a larger portion of its assets in fewer securities, potentially increasing risk and return prospects for investors.
This product targets mid- and large-capitalization companies in the U.S. that demonstrate high free cash flow yields. By employing a strict, rules-based methodology, the fund seeks to invest in a portfolio of stocks that are part of its specified index. These companies are chosen for their ability to generate significant free cash flows, a sign of financial stability and potential for growth. The investment strategy is designed to tap into the value these companies offer, focusing on the portion of earnings not required for operational expenses or capital expenditures, which could be available for dividends, buybacks, or debt reduction.
In divergence from traditional diversified funds, this investment strategy allows for a concentrated portfolio where a significant amount of the fund's assets could be invested in a smaller number of securities. This approach is predicated on the belief that investing more heavily in fewer, carefully selected companies with strong free cash flow yields can potentially offer superior returns. However, it also implicates a higher level of risk, as the fund's performance could be more susceptible to the price volatility of the selected securities.