Notable companies
The most notable companies in this group are 3M Company (NYSE:MMM), Hilton Worldwide Holdings (NYSE:HLT), Block Inc (NYSE:XYZ), Corning (NYSE:GLW).
Industry description
The investment seeks long-term capital appreciation.
The fund is an actively-managed ETF that invests in U.S.-listed equity securities of small- and mid-capitalization companies. The fund invests primarily in publicly traded stocks of U.S. companies which the Advisor considers to have a small to mid-size market capitalization. The fund may invest up to 20% of its total assets in U.S. dollar denominated foreign equity securities, including through American Depositary Receipts (“ADRs”) and Global Depositary Receipts (“GDRs”) issued by U.S. depository banks, which are traded on U.S. exchanges.
Market Cap
The average market capitalization across the Otter Creek Focus Strategy ETF ETF is 30.7B. The market cap for tickers in the group ranges from 1.13B to 104.2B. ABNB holds the highest valuation in this group at 104.2B. The lowest valued company is CMPO at 1.13B.
High and low price notable news
The average weekly price growth across all stocks in the Otter Creek Focus Strategy ETF ETF was 14%. For the same ETF, the average monthly price growth was 25%, and the average quarterly price growth was 37%. SBAC experienced the highest price growth at 9%, while AVTR experienced the biggest fall at -16%.
Volume
The average weekly volume growth across all stocks in the Otter Creek Focus Strategy ETF ETF was 24%. For the same stocks of the ETF, the average monthly volume growth was 0% and the average quarterly volume growth was 57%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 73
P/E Growth Rating: 53
Price Growth Rating: 50
SMR Rating: 62
Profit Risk Rating: 46
Seasonality Score: 15 (-100 ... +100)