AFOS: Highly Potent, Outperforming Active Strategy To Shortlist
The ARS Focused Opportunities Strategy ETF has a macro-informed active strategy, currently featuring a concentrated portfolio of 32 holdings. Since its inception in June 2025, AFOS has beaten IVV by 53.4%. It has outperformed QQQM too, surprisingly delivering a lower standard deviation despite concentration. AFOS' current factor mix is heavy in growth, as illustrated by a 35.3% weighted average forward EBITDA growth rate, and light in value, as confirmed by a 3.1% adjusted earnings yield.
