THLV just hit a new 52-week high, and its sector positioning and strong alpha hint that momentum could continue.
Today, Thor Financial Technologies unveiled the THOR Index Rotation ETF (THIR). It has a net expense ratio of 0.70%.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Holt Compound Planning, Inc. | 530,355 | $14.41M | $17.59M | $3.18M | 22.07% |
Christopher C. Powers Farther Finance Advisors, LLC | 16,723 | $533,134 | $551,890.77 | $18,756.77 | 3.52% |
J Hagan Capital Inc. J Hagan Capital Inc. | 26,099 | $783,491.96 | $865,442.84 | $81,950.88 | 10.46% |
| NYSE Exchange | US Country |
The fund is centered around a strategic approach to investing in the U.S. equity market with an emphasis on mitigating risk and optimizing returns. By adhering to a meticulously defined set of investment principles, the fund commits at least 80% of its total assets towards securities that are integral components of its underlying index. The index, governed by a rules-based methodology, exclusively features U.S. equity exchange-traded funds (ETFs), particularly focusing on the large-cap segment. Such a focused investment strategy is intended to navigate through the volatile terrains of the equity market by steering clear of sectors that exhibit a downtrend, thus aiming to reduce volatility and enhance investment safety for its clientele.
This product centers on investment in U.S. equity ETFs, particularly those categorized under the large-cap segment. The selection process is guided by a rules-based index, designed to strategically pick ETFs that align with the fund’s primary objective of capturing the growth potential within the U.S. equity market while minimizing exposure to high volatility. This approach ensures that investors have a safer harbor during turbulent market phases by avoiding sectors in decline.