TIME vs. KOOL ETF Comparison
Comparison of Clockwise Capital Innovation ETF (TIME) to North Shore Equity Rotation ETF (KOOL)
TIME
Clockwise Capital Innovation ETF
TIME Description
TIME actively invests in US companies that the adviser believes are best positioned to benefit from opportunities relating to 5G and cloud-based industries. The fund hold stocks from various industries, such as AI, cryptocurrency and digital payments, smart vehicles, preventative health, and remote surgery amongst others. Top-down analysis and a bottom-up approach are combined to determine stock selection. Companies meeting minimum financial thresholds based on fundamental factors are taken into consideration. From these, the adviser selects 10 - 20 stocks that they believe have a minimum 100% return target threshold over a 5-year investment period. The selected stocks are weighted using a 5% 20% conviction driven weighting. The fund may also employ a covered call strategy with respect to securities held in the portfolio. Prior to April 1, 2022, the fund traded under the ticker CWC. Before August 16, 2023, the fund traded under the name Clockwise Capital Innovation ETF.
Grade (RS Rating)
Last Trade
$30.73
Average Daily Volume
13,742
32
KOOL
North Shore Equity Rotation ETF
KOOL Description
KOOL aims to outperform the S&P 500 by dynamically allocating a global equity portfolio. The strategy aims to favor sectors historically known for strong performance across the business cycle phases: recession, recovery, expansion, and slowdown. It involves economic indicators and market trends, including current and forward-looking metrics to pinpoint these stages. This approach is reviewed monthly to ensure the portfolio remains aligned with changing economic conditions and market dynamics. Portfolio selection blends fundamental and technical analysis, along with top-down macroeconomic insights and industry trends such as GDP, employment, consumer spending, and inflation. To add, it also utilizes both buy- and sell-side research to finalize the composition. Up to 20% of the assets may comprise fixed-income securities and option contracts to generate income and manage risks. Moreover, it boosts income through securities lending and transaction fee collection. Investments may include ETFs.Grade (RS Rating)
Last Trade
$11.32
Average Daily Volume
6,569
18
Performance
| Period | TIME | KOOL |
|---|---|---|
| 30 Days | 8.99% | 3.72% |
| 60 Days | 10.98% | 5.71% |
| 90 Days | 15.01% | 6.38% |
| 12 Months | 56.74% |
TIME Overweight 27 Positions Relative to KOOL
| Symbol | Grade | Weight | |
|---|---|---|---|
| BIL | A | 6.57% | |
| SPOT | B | 5.11% | |
| HOOD | B | 4.8% | |
| NFLX | B | 4.21% | |
| VZ | B | 4.02% | |
| PG | A | 3.96% | |
| UBER | D | 3.52% | |
| AVGO | D | 3.43% | |
| SMCI | D | 3.37% | |
| MU | D | 3.28% | |
| NOW | B | 3.1% | |
| ECL | D | 3.07% | |
| DELL | C | 2.97% | |
| NEM | F | 2.95% | |
| RKT | F | 2.93% | |
| UPST | B | 2.51% | |
| QID | F | 2.51% | |
| GEV | C | 2.07% | |
| NU | D | 1.97% | |
| PLTR | B | 1.97% | |
| NVT | B | 1.97% | |
| SDS | F | 1.96% | |
| RCL | B | 1.91% | |
| AMT | D | 1.53% | |
| SNPS | B | 1.05% | |
| JPM | B | 1.03% | |
| HUBS | B | 0.5% |
TIME: Top Represented Industries & Keywords
KOOL: Top Represented Industries & Keywords
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