SHDG

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Category	US Equities - Quant Strat	Asset Type	Equities (Stocks)	Tags	U.S.	Return% 1Y	10.51%	Total Holdings	8	Perf Week	-0.07%
Sponsor	Soundwatch	ETF Type		Tags	equity	Return% 3Y	12.04%	AUM	161.92M	Perf Month	0.40%
Fund Family		Bond Type		Tags	futures	Return% 5Y	-	NAV/sh		Perf Quarter	5.53%
Index	-	Average Maturity		Tags	large-cap	Return% 10Y		52W High	32.91 -0.82%	Perf Half Y	-0.29%
Index Weighting		Commodity Type		Tags	SP500	Return% SI		52W Low	29.66 10.05%	Perf YTD	1.06%
Active/Passive		Quant Type		Tags	-	Flows% 1M	-1.00%	Volatility	0.34% 0.26%	Perf Year	10.10%
Dividend TTM	0.16 (0.49%)	ESG Type		Tags	-	Flows% 3M	-2.45%	ATR (14)	0.10	Perf 3Y	38.14%
Dividend Ex-Date	Dec 29, 2025	Dividend Type		Sector/Theme		Flows% YTD	-3.40%	RSI (14)	61.01	Perf 5Y	-
Dividend Gr. 3/5Y	-5.23% -	Structure Type		Region		Flows% 1Y		Beta	0.70	Perf 10Y	-
Expense	0.91%	Growth/Value		SMA20	0.13%	Flows% 3Y		Rel Volume	2.75	Prev Close	32.66
Inverse/Leveraged		Market Cap		SMA50	0.80%	Flows% 5Y		Avg Volume	4.49K	Price	32.64
IPO	Oct 25, 2022	Option/Short	No / Yes	SMA200	1.62%	Trades		Volume	12,354	Change	-0.07%

Soundwatch Hedged Equity ETF seeks to provide long-term capital appreciation. The fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in a portfolio of equity securities and investments that have economic characteristics similar to equity securities. These equity securities and investments may include U.S. exchange-listed common stocks, equity index futures, and/or exchange-traded funds ("ETFs") that track U.S. large-capitalization ("large-cap") indices, such as the S&P 500 Index.

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Soundwatch Hedged Equity ETF

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