RSMC

Category	US Equities - US Style	Asset Type	Equities (Stocks)	Tags	U.S.	Return% 1Y	11.81%	Total Holdings	45	Perf Week	-0.42%
Sponsor	Rockefeller Asset Management	ETF Type		Tags	equity	Return% 3Y	-	AUM	783.54M	Perf Month	2.67%
Fund Family		Bond Type		Tags	small-mid-cap	Return% 5Y	-	NAV/sh		Perf Quarter	16.10%
Index	-	Average Maturity		Tags	fundamental	Return% 10Y		52W High	29.23 -1.68%	Perf Half Y	11.32%
Index Weighting		Commodity Type		Tags	-	Return% SI		52W Low	24.17 18.88%	Perf YTD	13.80%
Active/Passive		Quant Type		Tags	-	Flows% 1M	-0.66%	Volatility	1.02% 1.16%	Perf Year	10.37%
Dividend TTM	-	ESG Type		Tags	-	Flows% 3M	-1.73%	ATR (14)	0.39	Perf 3Y	-
Dividend Ex-Date	-	Dividend Type		Sector/Theme		Flows% YTD	-2.86%	RSI (14)	58.14	Perf 5Y	-
Dividend Gr. 3/5Y	- -	Structure Type		Region		Flows% 1Y		Beta	0.87	Perf 10Y	-
Expense	0.75%	Growth/Value		SMA20	1.38%	Flows% 3Y		Rel Volume	0.08	Prev Close	28.88
Inverse/Leveraged		Market Cap		SMA50	2.78%	Flows% 5Y		Avg Volume	12.93K	Price	28.73
IPO	Oct 11, 2024	Option/Short	No / Yes	SMA200	8.83%	Trades		Volume	1,067	Change	-0.51%

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Rockefeller U.S. Small-Mid Cap ETF seeks long-term growth of capital. Under normal circumstances, the fund invests at least 80% of its net assets (plus borrowing for investment purposes) in equity securities of U.S. small- and mid-capitalization companies. The manager considers small- and mid-capitalization companies to be those companies having a market capitalization range within the range of companies comprising the Russell 2500 Index. The fund is non-diversified.

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Rockefeller U.S. Small-Mid Cap ETF

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