TWIO Spinnaker ETF Series - Trajan Wealth Income Opportunities ETF

98

NYSE ARCA | ETF

Price
$8.99
Increased by +2.74%
Dollar volume (20D)
56.16 K
ADR%
1.20
Financial Services - 24.59%Consumer Defensive - 15.75%Energy - 12.87%Utilities - 11.20%Communication Services - 6.21%Technology - 6.11%Real Estate - 5.96%Consumer Cyclicals - 5.95%Industrials - 5.92%Healthcare - 5.44%Basic Materials - 0.00%
Financial Services - 24.59%
Consumer Defensive - 15.75%
Energy - 12.87%
Utilities - 11.20%
Communication Services - 6.21%
Technology - 6.11%
Real Estate - 5.96%
Consumer Cyclicals - 5.95%
Industrials - 5.92%
Healthcare - 5.44%
Basic Materials - 0.00%

The fund seeks to achieve its investment objective by investing in a combination of domestic preferred securities, income producing fixed income securities, and income producing common stocks.

It may also invest up to 30% of its net assets in common stocks and other dividend paying securities.

The fund may also invest in preferred securities issued by real estate investment trusts (REITs) as well as corporate bonds, convertible securities and corporate debt securities.

It is non-diversified.

Top 19 Holdings

Asset Name Sector Industry Weight
FLO Flowers Foods Inc Consumer Defensive Packaged Foods 2.14%
VZ Verizon Communications Inc Communication Services Telecom Services 2.13%
C Citigroup Inc Financial Services Banks - Diversified 2.13%
FSK FS KKR Capital Corp Financial Services Asset Management 2.10%
AIG American International Group Inc Financial Services Insurance - Diversified 2.09%
IBM International Business Machines Technology Information Technology Services 2.08%
BX Blackstone Group Inc Financial Services Asset Management 2.08%
O Realty Income Corp Real Estate REIT - Retail 2.06%
SON Sonoco Products Company Consumer Cyclical Packaging & Containers 2.04%
K Kellanova Consumer Defensive Packaged Foods 2.02%
SBLK Star Bulk Carriers Corp Industrials Marine Shipping 2.00%
OGE OGE Energy Corporation Utilities Utilities - Regulated Electric 1.92%
BKH Black Hills Corporation Utilities Utilities - Diversified 1.91%
BMY Bristol-Myers Squibb Company Healthcare Drug Manufacturers - General 1.85%
CMSC CMS Energy Corp Utilities Multiline Utilities 1.76%
VLO Valero Energy Corporation Energy Oil & Gas Refining & Marketing 1.49%
WMB Williams Companies Inc Energy Oil & Gas Midstream 1.49%
PXD Pioneer Natural Resources Co Energy Oil & Gas E&P 1.45%
KO The Coca-Cola Company Consumer Defensive Beverages - Non-Alcoholic 1.43%
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