Morningstar

Clockwise U.S. Core Equity ETF TIME

Morningstar Medalist Rating
Medalist Rating as of | See Clockwise Capital Investment Hub

Morningstar’s Analysis TIME

Will TIME outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable TIME’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the TIME management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of TIME’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Clockwise U.S. Core Equity ETF holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings TIME

More TIME Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 46.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

9.47 2M
Technology

NVIDIA Corp

9.23 1M
Technology

Microsoft Corp

6.34 1M
Technology

Alphabet Inc Class A

4.87 781,911
Communication Services

Amazon.com Inc

3.72 598,311
Consumer Cyclical

ProShares UltraPro Short QQQ

2.78 447,158
—

Space Exploration Technologies Corp Class A

2.70 433,539
Industrials

Broadcom Inc

2.65 425,685
Technology

Philip Morris International Inc

2.62 421,050
Consumer Defensive

Berkshire Hathaway Inc Class B

2.54 408,840
Financial Services

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