RHTX vs. AGOX ETF Comparison

Comparison of RH Tactical Outlook ETF (RHTX) to Adaptive Growth Opportunities ETF (AGOX)
RHTX

RH Tactical Outlook ETF

RHTX Description

RH Tactical Outlook ETF is an exchange traded fund of fund launched by Starboard Investment Trust. The fund is managed by Cavalier Investments, LLC. It invests in public equity and fixed income markets of the United States. For its equity portion, the fund invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of companies across diversified market capitalization. For its fixed income portion, it invests in investment grade short to medium term debt securities. The fund employs a fundamental analysis to create its portfolio. It benchmarks the performance of its portfolio against the Morningstar Moderate Aggressive Target Risk TR Index. The fund employs in-house research to create its portfolio. RH Tactical Outlook ETF was formed on September 20, 2012 and is domiciled in the United States.

Grade (RS Rating)

Last Trade

$15.33

Average Daily Volume

426

Number of Holdings *

1

* may have additional holdings in another (foreign) market
AGOX

Adaptive Growth Opportunities ETF

AGOX Description The investment seeks capital appreciation. The fund's portfolio manager seeks to achieve its investment objective of capital appreciation by investing in ETFs that are registered under the Investment Company Act of 1940, as amended and not affiliated with the fund that invest in equity securities of any market capitalization of issuers from a number of countries throughout the world, including emerging market countries. The manager primarily utilizes ETFs and equities but may also use fixed income securities to diversify its asset classes. The fixed income securities in which the fund will invest will be investment grade and may be of any duration or maturity.

Grade (RS Rating)

Last Trade

$28.34

Average Daily Volume

26,179

Number of Holdings *

70

* may have additional holdings in another (foreign) market
Performance
Period RHTX AGOX
30 Days 1.36% 4.24%
60 Days 3.36% 12.47%
90 Days 2.78% 12.70%
12 Months 15.02% 22.80%
1 Overlapping Holdings
Symbol Grade Weight in RHTX Weight in AGOX Overlap
QQQ A 8.1% 7.53% 7.53%
RHTX Overweight 0 Positions Relative to AGOX
Symbol Grade Weight
RHTX Underweight 69 Positions Relative to AGOX
Symbol Grade Weight
SMH B -10.94%
NVDA B -9.98%
SMCI B -7.07%
LLY A -3.26%
CEG B -2.95%
BSX B -1.79%
MSFT A -1.74%
HWM C -1.68%
AAPL A -1.56%
VRT C -1.52%
TSLA B -1.36%
AMZN A -1.35%
CRM C -1.29%
VRTX B -1.13%
DECK C -1.13%
PGR B -1.12%
GE D -1.12%
VRSK A -1.1%
META A -1.08%
NVO B -1.05%
KCE B -0.99%
AMD B -0.96%
AVGO B -0.92%
APPF B -0.89%
REGN B -0.88%
CPRT C -0.88%
TDG D -0.82%
SNPS B -0.8%
GWW C -0.79%
ETN C -0.78%
FICO A -0.77%
BMI C -0.77%
T B -0.72%
XAR C -0.67%
SPSC B -0.64%
MMS B -0.64%
CDNS B -0.54%
ACLS B -0.53%
CBOE D -0.51%
BKNG B -0.41%
IR C -0.41%
ELF C -0.41%
ARGT D -0.41%
AMP B -0.37%
MOG.A C -0.32%
AI B -0.31%
RJF D -0.31%
JPM B -0.29%
ECL B -0.28%
FSS D -0.28%
TYL A -0.25%
SWKS C -0.24%
TPH D -0.24%
HUBB C -0.23%
SCHW D -0.23%
BAC B -0.22%
GRBK C -0.21%
WINA D -0.2%
WCC D -0.19%
TEX D -0.19%
MANH B -0.18%
PWR D -0.11%
SAGE F -0.04%
XOM D -0.02%
ORCL A -0.01%
ADI B -0.01%
MPC D -0.01%
BIO D -0.0%
OGIG A -0.0%
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