The ETF uses a multi-factor, fundamental rules-based portfolio selection strategy to select long portfolio securities from a universe of U.S. listed equities. The selection strategy emphasizes factors that have shown to be effective at differentiating between strong and weak performing stocks including fundamental change, valuation, growth, and quality screens. The maximum exposure to investments in foreign markets will be 100%
The PHE ETF is actively managed, so it doesn't track an index. We're working to retrieve all detailed holding information.