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

Fact Sheet · Draft

Foundry InvestPPEInv Factor ETF

FINV · 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 InvestPPEInv factor model, before the placeholder expense ratio and trading costs.

Key Facts

ItemValue
Ticker (pseudo)FINV
CUSIPNot applicable (hypothetical model portfolio)
Listing exchangeNot listed (hypothetical)
Underlying modelInvestPPEInv factor (All stocks)
Placeholder expense ratio0.29%
Placeholder inception date2021-09-07
Number of holdings (long leg)296
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
2017-13.27%
2018-7.84%
20194.22%
2020-20.41%
202110.23%
202266.59%
2023-29.42%
2024-8.67%
2025-6.99%
202612.83%

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

PeriodHypothetical Avg. Annual Total Return
1 Year14.74%
3 Years0.11%
5 Years1.27%
10 Years-0.96%
Since Model Inception (full sample)1.81%

Top 10 Holdings (of 296)

#TickerCompanySectorWeightMarket Value
1SBUXSTARBUCKS CORPConsumer Cyclical9.00%$9,004,607
2MMM3M COIndustrials6.24%$6,243,937
3HONHONEYWELL INTERNATIONAL INCIndustrials5.34%$5,339,559
4SRESEMPRAUtilities4.52%$4,516,489
5OXYOCCIDENTAL PETROLEUM CORPEnergy4.09%$4,086,792
6TEVATEVA PHARMACEUTICAL INDUSTRIES LTDHealthcare2.79%$2,793,393
7KMBKIMBERLY CLARK CORPConsumer Defensive2.69%$2,693,713
8HSYHERSHEY COConsumer Defensive2.60%$2,604,264
9ONON SEMICONDUCTOR CORPTechnology2.56%$2,564,508
10CQPCHENIERE ENERGY PARTNERS LPEnergy2.26%$2,261,529

Sector Allocation

SectorWeight# Holdings
Consumer Cyclical23.64%70
Industrials21.70%42
Energy9.45%21
Technology8.17%28
Healthcare7.70%47
Basic Materials7.12%28
Real Estate7.08%33
Consumer Defensive5.99%11
Utilities4.52%1
Communication Services3.24%9
Financial Services1.40%6

Portfolio Characteristics (hypothetical)

CharacteristicValue
Sharpe ratio (full sample)0.19
Annualized volatility15.10%
Maximum drawdown-42.62%
Average monthly turnover15.03%
Out-of-sample Sharpe (2019-26)0.12

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

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