ETF Foundry
DRAFT — HYPOTHETICAL MODEL PORTFOLIO — NOT A REGISTERED FUND, NOT AN OFFER TO SELL SECURITIES, NOT INVESTMENT ADVICE.

Fact Sheet · Draft

Foundry Book-to-Market Value Factor ETF

FBMX · ETF Foundry Research (hypothetical) · Generated 2026-09-12 · Holdings as of July 2026

Investment Objective

The Fund seeks long-term capital appreciation by tracking a rules-based Book-to-Market Value factor model, before the placeholder expense ratio and trading costs.

Key Facts

ItemValue
Ticker (pseudo)FBMX
CUSIPNot applicable (hypothetical model portfolio)
Listing exchangeNot listed (hypothetical)
Underlying modelBook-to-Market Value factor (All stocks)
Placeholder expense ratio0.29%
Placeholder inception date2022-01-12
Number of holdings (long leg)227
WeightingCap-weighted
Rebalance frequencyMonthly
Holdings as ofJuly 2026

Performance

The following performance is HYPOTHETICAL and BACKTESTED — it was calculated by applying the model to historical data with the benefit of hindsight, is gross of the placeholder expense ratio and trading costs, and does not represent the results of any actual account. Past (hypothetical) performance does not guarantee or predict future results.

Hypothetical Calendar-Year Total Returns (long-short backtest)

YearHypothetical Total Return
2017-7.82%
2018-22.92%
20192.11%
2020-32.88%
202124.82%
202242.42%
2023-20.52%
2024-8.18%
202510.09%
2026-3.31%

Average Annual Total Returns (hypothetical, as of the most recent sample month)

PeriodHypothetical Avg. Annual Total Return
1 Year0.85%
3 Years-0.36%
5 Years2.40%
10 Years-0.86%
Since Model Inception (full sample)1.79%

Top 10 Holdings (of 227)

#TickerCompanySectorWeightMarket Value
1NLYANNALY CAPITAL MANAGEMENT INCReal Estate5.07%$5,072,302
2PNFPPINNACLE FINANCIAL PARTNERS INCFinancial Services4.59%$4,593,416
3EGEVEREST GROUP LTDFinancial Services4.55%$4,554,188
4ALLYALLY FINANCIAL INCFinancial Services4.21%$4,208,478
5ARCCARES CAPITAL CORPFinancial Services4.14%$4,140,732
6BMNRBITMINE IMMERSION TECHNOLOGIES INCFinancial Services2.85%$2,847,206
7JXNJACKSON FINANCIAL INCFinancial Services2.64%$2,636,417
8AREALEXANDRIA REAL ESTATE EQUITIES INCReal Estate2.63%$2,632,777
9REXRREXFORD INDUSTRIAL REALTY INCReal Estate2.54%$2,543,612
10LNCLINCOLN NATIONAL CORPFinancial Services2.43%$2,429,719

Sector Allocation

SectorWeight# Holdings
Financial Services48.67%98
Real Estate33.74%60
Consumer Cyclical7.11%21
Basic Materials2.84%8
Energy2.60%5
Technology1.37%5
Industrials1.21%12
Communication Services1.06%1
Healthcare0.94%13
Utilities0.34%1
Consumer Defensive0.11%3

Portfolio Characteristics (hypothetical)

CharacteristicValue
Sharpe ratio (full sample)0.19
Annualized volatility19.29%
Maximum drawdown-71.93%
Average monthly turnover12.36%
Out-of-sample Sharpe (2019-26)0.08

DRAFT — HYPOTHETICAL MODEL PORTFOLIO — NOT A REGISTERED FUND, NOT AN OFFER TO SELL SECURITIES, NOT INVESTMENT ADVICE.

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