Clockwise U.S. Core Equity ETF TIME

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.

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.

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Portfolio Holdings TIME

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings50.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

9.091M
Technology

Microsoft Corp

8.871M
Technology

Apple Inc

8.401M
Technology

Alphabet Inc Class A

6.59990,024
Communication Services

Amazon.com Inc

5.51827,508
Consumer Cyclical

Meta Platforms Inc Class A

2.64396,379
Communication Services

First American Government Obligs X

2.41362,137
Cash and Equivalents

Southern Co

2.37355,870
Utilities

CrowdStrike Holdings Inc Class A

2.25338,640
Technology

ExxonMobil Holdings Corp

2.19328,940
Energy

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