Foundations Dynamic Growth ETF (FDGR)

• Market cap: $2.8M
• 1 day: 0.86%
• 5 days: -2.37%
• 1 month: 2.79%
• 3 months: 9.11%
• 6 months: 10.58%
• Year to date: 28.89%
• 1 year: 27.13%
• 5 years: 46.39%
• 10 years: 46.39%

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

25% more funds holding

Funds holding: 4 [Q2] → 5 (+1) [Q3]

0% more repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 1

3.27% less ownership

Funds ownership: 98.74% [Q2] → 95.47% (-3.27%) [Q3]

7% less capital invested

Capital invested by funds: $17.9M [Q2] → $16.7M (-$1.21M) [Q3]