OCFS vs. ROBO ETF Comparison
Comparison of Professionally Managed Portfolios Otter Creek Focus Strategy ETF (OCFS) to Robo-Stox Global Robotics and Automation Index ETF (ROBO)
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
$28.32
Average Daily Volume
1,136
20
ROBO
Robo-Stox Global Robotics and Automation Index ETF
ROBO Description
The ROBO Global Robotics & Automation ETF (ROBO) invests in global companies that are driving transformative innovations in robotics, automation, and artificial intelligence (RAAI), including companies that create technology to enable truly intelligent systems that can sense, process, and act, and companies that apply those technologies to deliver RAAI-enabled products—including robots—to businesses and consumers.Grade (RS Rating)
Last Trade
$57.61
Average Daily Volume
63,982
34
Performance
| Period | OCFS | ROBO |
|---|---|---|
| 30 Days | 2.89% | 4.63% |
| 60 Days | 5.34% | 4.40% |
| 90 Days | 10.85% | 3.67% |
| 12 Months | 11.38% |
1 Overlapping Holdings
| Symbol | Grade | Weight in OCFS | Weight in ROBO | Overlap | |
|---|---|---|---|---|---|
| PTC | A | 3.25% | 1.38% | 1.38% |
OCFS Underweight 33 Positions Relative to ROBO
| Symbol | Grade | Weight | |
|---|---|---|---|
| NVDA | C | -1.92% | |
| ISRG | A | -1.86% | |
| IPGP | D | -1.81% | |
| EMR | A | -1.8% | |
| JBT | B | -1.78% | |
| ROK | B | -1.75% | |
| NOVT | D | -1.66% | |
| ILMN | D | -1.66% | |
| ZBRA | B | -1.64% | |
| AMBA | B | -1.6% | |
| IOT | A | -1.55% | |
| TRMB | B | -1.54% | |
| CDNS | B | -1.44% | |
| MANH | D | -1.41% | |
| NDSN | B | -1.4% | |
| CGNX | C | -1.34% | |
| GMED | A | -1.31% | |
| ABBV | D | -1.31% | |
| AZTA | D | -1.3% | |
| TER | D | -1.3% | |
| ADSK | A | -1.29% | |
| DE | A | -1.24% | |
| NOW | A | -1.24% | |
| JOBY | B | -1.23% | |
| SSYS | C | -1.23% | |
| OMCL | C | -1.18% | |
| GXO | B | -1.15% | |
| QCOM | F | -1.13% | |
| NVT | B | -1.1% | |
| QGEN | D | -0.96% | |
| DDD | C | -0.94% | |
| MCHP | D | -0.88% | |
| APTV | D | -0.77% |
OCFS: Top Represented Industries & Keywords
ROBO: Top Represented Industries & Keywords
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