UPHOLDINGS Compound Kings ETF
Listed December 30, 2020
The fund generally invests in securities that Upholdings believes have the potential to compound at a higher rate than the S&P 500 Index over multi-year periods. It will invest at least 60% of its total net assets in equity securities of companies of medium and large market capitalizations located in both the United States and China, primarily via Hong Kong listed securities. However, due to recent actions by the Chinese government, the Fund anticipates that its holdings of companies organized in China and Hong Kong may become reduced over time. As a result, the foregoing percentage target may be correspondingly reduced over time. The fund will also invest in other international markets, including emerging markets. It is non-diversified.
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About Upholdings Group LLC
UPHOLDINGS is a federally registered investment advisor based in Nashville. Its mission is to bring sustainable financial achievement to real life investors. The team is best known for overseeing the UPHOLDINGS Compound Kings ETF. The firm performs intensive primary research to identify securities suitable for investment, and then oversees a concentrated portfolio in an effort to outperform the S&P 500.