| GOOGL | Alphabet Inc Class A | 5.87% |
| AAPL | Apple Inc | 5.51% |
| NVDA | NVIDIA Corp | 5.51% |
| AVGO | Broadcom Inc | 5.49% |
| AMZN | Amazon.com Inc | 4.68% |
| JPM | JPMorgan Chase & Co | 3.55% |
| MSFT | Microsoft Corp | 3.42% |
| PH | Parker Hannifin Corp | 2.57% |
| LRCX | Lam Research Corp | 2.49% |
| COST | Costco Wholesale Corp | 2.41% |
SCEP actively manages a portfolio of US large- and mid-cap equities with an options overlay strategy. The fund employs a system-driven, bottom-up research approach in evaluating investments. It uses quantitative measures and valuation, such as AI-driven predictions of volatility, earnings and dividend growth, as well as traditional factors (earnings growth, momentum, relative price strength, value, size, quality). Stock selection focuses on companies with strong capital growth prospects and may emphasize sustainable dividend yield and quality, with consideration to ESG factors. To generate income and mitigate risk, SCEP uses an option overlay strategy, writing out-of-the-money call options on up to 100% of the portfolio. For downside risk mitigation and capital preservation, it applies protective put option strategies.
Sterling Capital Hedged Equity Premium Income ETF · Issued by Sterling Capital
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