COWZ (COWZ)

This article details FundX Upgrader Fund's historical holdings of the Pacer US Cash Cows 100 ETF (COWZ). As of September 30, 2022, the fund held 355,000 shares valued at $14.56 million, representing 10.44% of its portfolio. FundX has made one purchase and one sale of COWZ since Q2 2022, resulting in an estimated gain of $7.52 million or 42.18% based on the current price.

This article provides a comprehensive profile of the Pacer US Cash Cows 100 ETF (COWZ), detailing its investment strategy, key statistics, holdings, and dividend information. COWZ focuses on broad-based US large-cap equities with a strategy centered on companies exhibiting high free cash flow. The ETF has assets under management of $19.04 billion and an expense ratio of 0.49%.

The COWZUS ETF, Pacer US Cash Cows 100 ETF, offers broad-based US large-cap equity exposure with a focus on companies demonstrating high free cash flow for stability. Managed passively by Pacer Advisors, Inc., it tracks the Pacer US Cash Cows 100 Index and rebalances quarterly based on trailing twelve-month free cash flow. The fund has an expense ratio of 0.49% and primarily invests in North American technology and health technology sectors.

The Pacer US Cash Cows 100 ETF (COWZ) has seen an increase, driven by a nearly 14% surge in Brent crude oil prices over five days and its significant 16% exposure to the energy sector. This has contributed to the ETF's 8% year-to-date gain. The fund's future energy holdings during quarterly rebalances will depend on Brent crude prices, with sustained prices above $75 likely to increase energy exposure and prices below $70 potentially shifting focus to other sectors.

This article provides a detailed profile of the Pacer US Cash Cows 100 UCITS ETF (COWZ), listed on the London Stock Exchange. It covers key statistics such as its 0.49% expense ratio, May 2, 2024 inception date, and its tracking of the Solactive Pacer US Cash Cows 100 Index. The fund's asset allocation, top holdings like Booking Holdings Inc. and T-Mobile US, Inc., and its investment strategy focusing on large and mid-capitalization U.S. companies with high free cash flow yields are also outlined, noting that it does not pay dividends.