TCUS maintains a steady course in July The July rebalance of the Trading Central Quant U.S. 50 Equity Index ETF (TCUS) resulted in turnover of just 12%, with only six of the portfolio’s 50 equal-weight holdings changing. The relatively limited rollover indicates that the Quantamental model continues to find attractive characteristics among many of the existing holdings. Technology and health care remain the portfolio’s largest sector allocations, accounting for 34% and 32% respectively. The portfolio also retains a meaningful mid-cap orientation, with mid-sized companies representing 50% of holdings, compared with 26% in large caps and 24% in small caps. From an investment-style perspective, TCUS remains broadly diversified. Value stocks represent 44% of the portfolio, followed by growth at 38% and income at 18%. Among the highest-rated holdings for July are AMN Healthcare Services, Innoviva, Encore Capital Group and Teradata, each supported by strong combinations of valuation, growth, momentum and quality factors. Overall, the July portfolio reflects a consistent model signal, with limited turnover and continued emphasis on technology, health care and attractively rated mid-cap companies. https://www.longpointetfs.com/etfs/tcus
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