SOVF – Sovereign's Capital Flourish Fund – ETF Investment Strategy

Strategy

The investment seeks to provide long-term capital appreciation. The fund invests primarily in common stock of publicly traded U.S. companies that are selected by the fund's investment adviser. The Adviser employs an active management strategy in seeking to achieve the fund’s objective.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
SOVF	Sovereign's Capital Flourish Fund	ETF	Open	—		Oct 2, 2023	$83.45M	0.750%	—	—	−$32.98M

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Sovereign's Capital Flourish Fund SOVF Strategy

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