OCFS vs. RSHO ETF Comparison
Comparison of Professionally Managed Portfolios Otter Creek Focus Strategy ETF (OCFS) to Tema American Reshoring ETF (RSHO)
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
RSHO
Tema American Reshoring ETF
RSHO Description
Under normal circumstances, the fund seeks to achieve its investment objective by investing at least 80% of its net assets, which include borrowings for investment purposes, common and preferred stocks of publicly listed companies domiciled in the United States that are directly or indirectly economically tied to the rebuilding, bringing back of overseas economic activity, and revitalization of the American (i.e., United States) industrial base ("reshoring companies"). The fund is non-diversified.Grade (RS Rating)
Last Trade
$41.03
Average Daily Volume
27,174
25
Performance
| Period | OCFS | RSHO |
|---|---|---|
| 30 Days | 2.89% | 8.06% |
| 60 Days | 5.34% | 9.50% |
| 90 Days | 10.85% | 11.47% |
| 12 Months | 41.70% |
1 Overlapping Holdings
| Symbol | Grade | Weight in OCFS | Weight in RSHO | Overlap | |
|---|---|---|---|---|---|
| CLH | B | 3.6% | 4.55% | 3.6% |
OCFS Overweight 19 Positions Relative to RSHO
OCFS Underweight 24 Positions Relative to RSHO
| Symbol | Grade | Weight | |
|---|---|---|---|
| AIT | A | -5.78% | |
| ROK | B | -5.73% | |
| ETN | A | -5.34% | |
| PRIM | A | -4.55% | |
| IR | B | -4.51% | |
| FAST | B | -4.36% | |
| PH | A | -3.82% | |
| VMC | B | -3.78% | |
| FLR | B | -3.63% | |
| CAT | B | -3.26% | |
| FSS | B | -3.25% | |
| HRI | B | -3.06% | |
| ATI | D | -2.89% | |
| EMR | A | -2.89% | |
| WCC | B | -2.89% | |
| ABBV | D | -2.88% | |
| LIN | D | -2.75% | |
| TKR | D | -2.57% | |
| ALLE | D | -2.42% | |
| DHR | F | -2.35% | |
| UNP | C | -2.17% | |
| TEX | D | -2.06% | |
| APG | B | -2.04% | |
| TSM | B | -1.37% |
OCFS: Top Represented Industries & Keywords
RSHO: Top Represented Industries & Keywords
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