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

Fact Sheet · Draft

Foundry Healthcare ShareIss1Y Factor ETF

FSHH · 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 ShareIss1Y factor model, before the placeholder expense ratio and trading costs.

Key Facts

ItemValue
Ticker (pseudo)FSHH
CUSIPNot applicable (hypothetical model portfolio)
Listing exchangeNot listed (hypothetical)
Underlying modelShareIss1Y factor (Healthcare only)
Placeholder expense ratio0.45%
Placeholder inception date2022-10-21
Number of holdings (long leg)95
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
2017-9.03%
201814.10%
2019-16.43%
20204.52%
202182.06%
202279.66%
2023-13.56%
2024-7.28%
2025-32.48%
2026-14.82%

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

PeriodHypothetical Avg. Annual Total Return
1 Year-38.63%
3 Years-19.96%
5 Years1.60%
10 Years3.39%
Since Model Inception (full sample)-0.57%

Top 10 Holdings (of 95)

#TickerCompanySectorWeightMarket Value
1LLYELI LILLY & COHealthcare31.85%$31,845,156
2MRKMERCK & CO INCHealthcare9.03%$9,030,954
3TMOTHERMO FISHER SCIENTIFIC INCHealthcare5.67%$5,674,943
4GILDGILEAD SCIENCES INCHealthcare4.78%$4,781,233
5DHRDANAHER CORPHealthcare4.14%$4,137,310
6VRTXVERTEX PHARMACEUTICALS INCHealthcare3.53%$3,534,937
7ISRGINTUITIVE SURGICAL INCHealthcare3.51%$3,508,389
8MCKMCKESSON CORPHealthcare2.90%$2,900,507
9HCAHCA HEALTHCARE INCHealthcare2.36%$2,361,465
10ELVELEVANCE HEALTH INCHealthcare2.32%$2,320,558

Sector Allocation

SectorWeight# Holdings
Healthcare100.00%95

Portfolio Characteristics (hypothetical)

CharacteristicValue
Sharpe ratio (full sample)0.10
Annualized volatility23.52%
Maximum drawdown-70.06%
Average monthly turnover8.81%
Out-of-sample Sharpe (2019-26)0.27

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

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