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

Fact Sheet · Draft

Foundry CashProd Industry-Neutral Factor ETF

FCAR · 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 CashProd factor model, before the placeholder expense ratio and trading costs.

Key Facts

ItemValue
Ticker (pseudo)FCAR
CUSIPNot applicable (hypothetical model portfolio)
Listing exchangeNot listed (hypothetical)
Underlying modelCashProd factor (Industry-relative (FF48))
Placeholder expense ratio0.35%
Placeholder inception date2021-11-19
Number of holdings (long leg)316
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
2017-1.81%
20188.39%
201911.00%
202026.70%
2021-4.41%
2022-15.93%
2023-4.62%
2024-1.84%
202511.28%
20263.78%

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

PeriodHypothetical Avg. Annual Total Return
1 Year-1.00%
3 Years7.87%
5 Years-3.19%
10 Years2.76%
Since Model Inception (full sample)2.28%

Top 10 Holdings (of 316)

#TickerCompanySectorWeightMarket Value
1MSMORGAN STANLEYFinancial Services9.46%$9,455,497
2GSGOLDMAN SACHS GROUP INCFinancial Services8.74%$8,741,766
3SCHWSCHWAB CHARLES CORPFinancial Services4.91%$4,913,410
4WELLWELLTOWER INCReal Estate4.78%$4,776,743
5BLKBLACKROCK INCFinancial Services4.63%$4,630,092
6PLDPROLOGIS INCReal Estate3.88%$3,884,929
7EQIXEQUINIX INCReal Estate2.80%$2,798,406
8BXBLACKSTONE INCFinancial Services2.62%$2,622,657
9KKRKKR & CO INCFinancial Services2.52%$2,521,187
10HOODROBINHOOD MARKETS INCFinancial Services2.50%$2,504,029

Sector Allocation

SectorWeight# Holdings
Financial Services58.22%90
Real Estate39.58%137
Industrials0.97%79
Basic Materials0.60%3
Utilities0.29%2
Communication Services0.19%1
Technology0.14%3
Healthcare0.00%1

Portfolio Characteristics (hypothetical)

CharacteristicValue
Sharpe ratio (full sample)0.25
Annualized volatility11.99%
Maximum drawdown-36.23%
Average monthly turnover29.46%
Out-of-sample Sharpe (2019-26)0.26

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

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