Sector Alpha

$250,000Minimum Investment May 31, 2016Inception Date

Overview

Investment Objective

Outperform the S&P 500 index by investing in the top 5 economically advantageous U.S. sectors. By utilizing fundamental data, the Sector Alpha portfolio’s goal is to create a more efficient S&P 500.

Portfolio Philosophy

We believe a fundamental perspective paired with quantitative execution will result in long-term outperformance. Rather than deploying cash as a downside hedge, the Sector Alpha portfolio remains 100% invested in the most more favorable U.S. sectors in light of the economic climate.

Active ETF Selection – Invest in the top 5 U.S. Sectors given the current market environment.
Risk Management – By removing undesirable sectors, the portfolio provides alpha while mitigating domestic equity volatility in the process.
Consistency – Aim to provide investors long term growth with the knowledge that their portfolio attempts to invest exclusively in U.S. sectors that are structurally
the strongest.

Product Profile

Management StyleDynamic

Number of Positions5

BenchmarkS&P 500 Total Return Index

Lead Portfolio Manager

Scott Martin, CIMA^®
Chief Investment Officer and Lead Portfolio Manager

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Performance

Performanceas of 3/31/2024

14.44%Standard Deviation

5.31%QTD

5.31%YTD

13.60%1-YR

13.36%5-YR

12.74%Since Inception

The performance data shown is through the date listed above and represents past performance for the composite. The composite includes all discretionary accounts managed in accordance with the strategy. Past performance is no guarantee of future results. Current performance may be lower or higher than the performance data quoted above. There is no guarantee that any investment strategy will achieve its objectives. “Net of Max Fee” represents performance that has factored in an assumed fee of 2.10% (0.60% model fee plus 1.50% advisor fee).