FMCX vs. OCFS ETF Comparison
Comparison of FMC Excelsior Focus Equity ETF (FMCX) to Professionally Managed Portfolios Otter Creek Focus Strategy ETF (OCFS)
FMCX
FMC Excelsior Focus Equity ETF
FMCX Description
The fund is an actively managed exchange-traded fund (?ETF?) that, during normal market conditions, seeks to invest in approximately 25-30 U.S. exchange-traded common stocks of companies that are listed on U.S. national securities exchanges and trade contemporaneously with the shares of the fund. The fund adviser may also hold concentrated positions in common stocks, although the fund?s guidelines provide that no single investment should generally be more than 10% of the fund?s portfolio at acquisition. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$31.19
Average Daily Volume
118
52
OCFS
Professionally Managed Portfolios Otter Creek Focus Strategy ETF
OCFS Description
The fund is an actively-managed ETF that invests in U.S.-listed equity securities of small- and mid-capitalization companies. The fund invests primarily in publicly traded stocks of U.S. companies which the Advisor considers to have a small to mid-size market capitalization. The fund may invest up to 20% of its total assets in U.S. dollar denominated foreign equity securities, including through American Depositary Receipts ("ADRs") and Global Depositary Receipts ("GDRs") issued by U.S. depository banks, which are traded on U.S. exchanges.Grade (RS Rating)
Last Trade
$27.60
Average Daily Volume
4,522
10
Performance
| Period | FMCX | OCFS |
|---|---|---|
| 30 Days | 5.11% | 9.49% |
| 60 Days | 12.69% | 18.19% |
| 90 Days | 7.78% | 14.82% |
| 12 Months | 31.38% |
0 Overlapping Holdings
| Symbol | Grade | Weight in FMCX | Weight in OCFS | Overlap |
|---|
FMCX Overweight 52 Positions Relative to OCFS
| Symbol | Grade | Weight | |
|---|---|---|---|
| AAPL | C | 6.93% | |
| UNH | B | 6.84% | |
| KKR | A | 6.14% | |
| IAC | C | 5.35% | |
| AMZN | C | 5.01% | |
| GDDY | B | 4.98% | |
| MSFT | D | 4.79% | |
| LBRDK | C | 4.24% | |
| LSXMK | D | 4.22% | |
| GGG | C | 3.98% | |
| PYPL | A | 3.9% | |
| MTCH | B | 3.18% | |
| LSXMA | D | 1.79% | |
| GOOGL | B | 1.77% | |
| LBRDA | C | 1.74% | |
| PG | D | 1.3% | |
| PM | D | 1.21% | |
| YUM | C | 1.18% | |
| CMCSA | B | 1.13% | |
| MCD | A | 1.12% | |
| AMGN | D | 1.11% | |
| KEYS | B | 1.06% | |
| VUSB | B | 0.92% | |
| ICSH | A | 0.92% | |
| GILD | A | 0.87% | |
| CL | D | 0.85% | |
| MO | D | 0.84% | |
| ENTG | D | 0.82% | |
| ARWR | F | 0.72% | |
| NKE | D | 0.68% | |
| HON | C | 0.6% | |
| DHR | D | 0.55% | |
| GOOG | B | 0.5% | |
| BAX | D | 0.47% | |
| YUMC | B | 0.42% | |
| MUSA | D | 0.4% | |
| SPGI | C | 0.37% | |
| MTX | C | 0.33% | |
| KEX | C | 0.33% | |
| EQR | C | 0.3% | |
| JPM | C | 0.3% | |
| MUR | F | 0.25% | |
| V | B | 0.21% | |
| FWONK | D | 0.21% | |
| BKNG | B | 0.19% | |
| FLWS | F | 0.15% | |
| GD | C | 0.13% | |
| BATRK | F | 0.11% | |
| PNR | C | 0.1% | |
| FWONA | C | 0.05% | |
| VMEO | C | 0.03% | |
| BATRA | F | 0.02% |
FMCX: Top Represented Industries & Keywords
OCFS: Top Represented Industries & Keywords
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