Actively Managed ETFs

Catalyst-driven.
Refined through cycles.

A disciplined investment framework combining fundamental
analysis with catalyst identification – available through
actively managed ETFs.

$4.75 B
ETF Assets Under Management

Founded in 2002

Refined Through Cycles

SECT

Sector Rotation ETF

$73.40 $-0.10 (-0.14%)

BUYW

BuyWrite ETF

$14.61 $0.00 (0.07%)

INTL

International ETF

$31.41 $0.01 (0.03%)

TMAT

Thematic Innovation ETF

$30.42 $0.05 (0.16%)
  • Partner-owned & Independent
  • San Francisco Since 2002
  • Team Invests in Our Strategies

Our Strategies at a Glance

Four actively managed ETFs built on a catalyst-driven framework –
each designed to serve a distinct role in portfolio construction.

SECT Flagship

Main Sector Rotation ETF

Seeks to outperform the S&P 500 in rising markets while limiting losses during periods of decline – through dynamic sector rotation based on fundamental analysis and catalyst identification.

$2,914,102,303.17
Total Assets
0.73%

Gross Exp Ratio

0.69%

Net Exp Ratio

9/2017

Fund Inception

9/2002

SMA Strategy Inception
View Fund
Fact Sheet
Top Holdings Breakdown
XLK US SS TECH SEL SECT
39.75%
XLF US SS FINANCIAL SEL
19.20%
XLI US SS INDUSTRIAL
12.33%
XLY US SS CONSUMER DISC
8.79%

BUYW Diversified Income

Main BuyWrite ETF

Seeks favorable risk-adjusted total returns by combining a portfolio of ETFs selected through fundamental mean reversion analysis with a covered call writing strategy to reduce volatility and generate income.
$1,328,770,398.48
Total Assets
1.13%

Gross Exp Ratio

0.99%

Net Exp Ratio
6.02%
Dist. Yield

12/2015

Fund Inception

9/2004

SMA Strategy Inception
View Fund
Fact Sheet
Top Holdings Breakdown
SPYM US
STATE STREET SPD Equity
42.85%
IVV US
ISHARES-C S&P500 Equity
15.21%
XLE US
SS ENERGY SELECT Equity
13.01%
QQQM US
INVES NASDAQ 100 Equity
11.70%

INTL EX-US

Main International ETF

Rotating across countries based on valuation, growth, profitability, and currency signals. Emphasizing markets with improving fundamentals while managing single-country and regional risk.
$245,335,442.34
Total Assets
0.89%

Gross Exp Ratio

0.84%

Net Exp Ratio

12/2022

Fund Inception

12/2007

SMA Strategy Inception
View Fund
Fact Sheet
Top Holdings Breakdown
IDEV US ISHARES CORE DEV
38.12%
IEMG US ISHA CORE EM
19.21%
SPEU US STATE STREET SPD
12.88%
VPL US VANGUARD FTSE PA
8.19%

TMAT MID-CAP

Main Thematic Innovation ETF

Diversified exposure across 7-10 secular growth themes – AI, digital payments, disruptive healthcare, robotics. Growth at a reasonable price with 100+ underlying names.
$264,950,824.83
Total Assets
0.82%

Gross Exp Ratio

0.82%

Net Exp Ratio

1/2021

Fund Inception

6/2020

SMA Strategy Inception
View Fund
Fact Sheet
Top Holdings Breakdown
PANW US
PALO ALTO NETWOR Equity
4.70%
MU US
MICRON TECH Equity
4.54%
CRWD US
CROWDSTRIKE HO-A Equity
2.86%
LITE US
LUMENTUM HOL Equity
2.43%

Fundamental with a Catalyst

We don’t just identify undervalued areas – we identify what unlocks value. A disciplined
framework refined through multiple market cycles.

Process with Proof

A disciplined investment framework built on fundamental analysis and refined through multiple market cycles since 2002.

Catalyst-Driven

We focus on what unlocks value – macro signals, secular tailwinds, policy shifts, and historical correlations with market indicators.

Partnership Depth

Direct access to our team and research. A portfolio resource, not just a product – we help build portfolios that work.

Available Where You Trade

  • LPL
  • Charles Schwab
  • Robinhood
  • Fidelity
  • Interactive Brokers
  • E-Trade
  • Altruist

Ready to learn more?

Direct access to our team – not a help desk.

Contact Us
Advisor Resources