Actively Managed ETFs

Catalyst-driven.
Refined through cycles.

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

$5.37 B
ETF Assets Under Management

Founded in 2002

Refined Through Cycles

SECT

Sector Rotation ETF

$73.30 $0.45 (0.62%)

BUYW

BuyWrite ETF

$14.54 $0.00 (0.28%)

SECA

Active Rotation ETF

$25.56 $0.16 (0.63%)

TMAT

Thematic Innovation ETF

$30.99 $0.17 (0.55%)

INTL

International ETF

$30.80 $-0.06 (-0.19%)

TMAT

Thematic Innovation ETF

$30.99 $0.17 (0.55%)
  • 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.

$2,961,204,457.29
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
42.32%
XLF US SS FINANCIAL SEL
15.54%
XLI US SS INDUSTRIAL
11.36%
XLV US SS HEALTH CARE
7.36%

SECA US

Main Active 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.

$456,209,655.22
Total Assets

0.69%

Gross Exp Ratio

0.69%

Net Exp Ratio

9/2026

Fund Inception

9/2002

SMA Strategy Inception
View Fund
Fact Sheet
Top Holdings Breakdown
XLK US
SS TECH SEL SECT Equity
10.33%
ORCL US
ORACLE CORP Equity
6.39%
XLF US
SS FINANCIAL SEL Equity
4.75%
VIS US
VANGUARD IND ETF Equity
4.32%

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.
$1,439,588,055.62
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
42.51%
IVV US
ISHARES-C S&P500 Equity
16.15%
XLE US
SS ENERGY SELECT Equity
12.41%
QQQM US
INVES NASDAQ 100 Equity
12.38%

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.
$246,411,275.84
Total Assets

0.89%

Gross Exp Ratio

0.79%
Net Exp Ratio

12/2022

Fund Inception

12/2007

SMA Strategy Inception
View Fund
Fact Sheet
Top Holdings Breakdown
IDEV US ISHARES CORE DEV
37.34%
IEMG US ISHA CORE EM
20.04%
SPEU US STATE STREET SPD
12.30%
VPL US VANGUARD FTSE PA
8.44%

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.
$271,450,189.33
Total Assets

0.82%

Gross Exp Ratio

0.79%

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
5.04%
MU US
MICRON TECH Equity
4.80%
LITE US
LUMENTUM HOL Equity
2.92%
RBRK US
RUBRIK INC-A Equity
2.88%

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