CAPTX Canterbury Portfolio Thermostat I Forecast, Technical & Fundamental Analysis

The most notable companies in this group are Costco Wholesale Corp (NASDAQ:COST).

The investment seeks long-term risk-adjusted growth. The fund is designed to pursue risk-adjusted growth by maintaining an efficient portfolio exhibiting lower or decreasing portfolio volatility throughout variable market environments. The adviser employs a tactical methodology to adjust the portfolio's asset allocation and diversification to the changing market conditions. The fund will utilize broadly diversified liquid securities traded on major exchanges, primarily exchange traded funds ("ETFs").

The average market capitalization across the Canterbury Portfolio Thermostat I MF is 100.98B. The market cap for tickers in the group ranges from 263.97B to 263.97B. COST holds the highest valuation in this group at 263.97B. The lowest valued company is COST at 263.97B.

The average weekly volume growth across all stocks in the Canterbury Portfolio Thermostat I MF was -56%. For the same stocks of the MF, the average monthly volume growth was -65% and the average quarterly volume growth was -53%