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

Fact Sheet · Draft

Foundry NetEqFin Factor ETF

FNET · ETF Foundry Research (hypothetical) · Generated 2026-09-13 · Holdings as of July 2026

Investment Objective

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

Key Facts

ItemValue
Ticker (pseudo)FNET
CUSIPNot applicable (hypothetical model portfolio)
Listing exchangeNot listed (hypothetical)
Underlying modelNetEqFin factor (All stocks)
Placeholder expense ratio0.29%
Placeholder inception date2020-01-14
Number of holdings (long leg)294
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
201711.45%
201813.49%
201911.48%
2020-48.30%
202150.39%
202240.21%
202316.18%
202412.02%
2025-10.28%
202611.53%

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

PeriodHypothetical Avg. Annual Total Return
1 Year19.79%
3 Years4.87%
5 Years19.08%
10 Years7.86%
Since Model Inception (full sample)1.59%

Top 10 Holdings (of 294)

#TickerCompanySectorWeightMarket Value
1NVDANVIDIA CORPTechnology22.88%$22,884,840
2AAPLAPPLE INCTechnology22.86%$22,855,727
3AVGOBROADCOM INCTechnology8.23%$8,226,181
4VVISA INCFinancial Services3.04%$3,043,943
5MAMASTERCARD INCFinancial Services2.24%$2,239,600
6CSCOCISCO SYSTEMS INCTechnology2.06%$2,057,230
7LRCXLAM RESEARCH CORPTechnology1.83%$1,826,888
8KOCOCA COLA COConsumer Defensive1.64%$1,636,212
9PGPROCTER & GAMBLE COConsumer Defensive1.63%$1,628,438
10PMPHILIP MORRIS INTERNATIONAL INCConsumer Defensive1.40%$1,402,422

Sector Allocation

SectorWeight# Holdings
Technology69.38%81
Financial Services7.54%26
Consumer Defensive6.06%19
Consumer Cyclical5.64%48
Industrials5.25%52
Healthcare2.19%30
Communication Services1.81%13
Basic Materials1.42%15
Real Estate0.46%4
Energy0.24%6

Portfolio Characteristics (hypothetical)

CharacteristicValue
Sharpe ratio (full sample)0.18
Annualized volatility21.74%
Maximum drawdown-63.50%
Average monthly turnover7.75%
Out-of-sample Sharpe (2019-26)0.39

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

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