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

Fact Sheet · Draft

Foundry CashProd Factor ETF

FCAS · 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)FCAS
CUSIPNot applicable (hypothetical model portfolio)
Listing exchangeNot listed (hypothetical)
Underlying modelCashProd factor (All stocks)
Placeholder expense ratio0.29%
Placeholder inception date2022-12-06
Number of holdings (long leg)322
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
2017-18.66%
2018-10.83%
2019-7.04%
2020-32.44%
2021-10.19%
202221.19%
2023-33.12%
2024-17.05%
2025-11.38%
20266.60%

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

PeriodHypothetical Avg. Annual Total Return
1 Year-0.80%
3 Years-7.94%
5 Years-10.56%
10 Years-11.59%
Since Model Inception (full sample)-4.03%

Top 10 Holdings (of 322)

#TickerCompanySectorWeightMarket Value
1PFEPFIZER INCHealthcare4.89%$4,886,946
2CBCHUBB LTDFinancial Services4.68%$4,675,330
3SOSOUTHERN COUtilities3.68%$3,677,308
4DUKDUKE ENERGY CORPUtilities3.34%$3,335,889
5CMECME GROUP INCFinancial Services3.04%$3,039,409
6ICEINTERCONTINENTAL EXCHANGE INCFinancial Services2.70%$2,703,213
7TRVTRAVELERS COMPANIES INCFinancial Services2.63%$2,634,282
8AEPAMERICAN ELECTRIC POWER CO INCUtilities2.46%$2,461,014
9ETENERGY TRANSFER LPEnergy2.39%$2,393,459
10ALLALLSTATE CORPFinancial Services2.20%$2,201,950

Sector Allocation

SectorWeight# Holdings
Financial Services36.27%125
Utilities33.12%39
Energy9.24%23
Real Estate7.56%51
Healthcare5.27%5
Consumer Cyclical2.07%24
Industrials1.96%26
Technology1.54%4
Consumer Defensive1.47%13
Communication Services0.96%5
Basic Materials0.53%7

Portfolio Characteristics (hypothetical)

CharacteristicValue
Sharpe ratio (full sample)-0.19
Annualized volatility15.55%
Maximum drawdown-81.55%
Average monthly turnover12.08%
Out-of-sample Sharpe (2019-26)-0.62

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

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