BEST

Asset Allocation

Position	Category/Sector	Target Weight
IWMY Defiance R2000 Weekly Distribution ETF	Options Trading	0.68%
QQQY Defiance Nasdaq 100 Enhanced Options Income ETF	Nasdaq-100, Options Trading, Dividend	0.68%
AMZY YieldMax AMZN Option Income Strategy ETF	Derivative Income	0.68%
NVDY YieldMax NVDA Option Income Strategy ETF	Derivative Income, Options Trading	0.68%
CONY YieldMax COIN Option Income Strategy ETF	Derivative Income	0.68%
TSLY YieldMax TSLA Option Income Strategy ETF	Options Trading	0.68%
MSFO YieldMax MSFT Option Income Strategy ETF	Options Trading, Dividend	0.68%
FBY YieldMax META Option Income ETF	Derivative Income	0.68%
YBIT YieldMax Bitcoin Option Income Strategy ETF	Cryptocurrency, Derivative Income, Options Trading, Actively Managed	0.68%
NFLY YieldMax NFLX Option Income Strategy ETF	Derivative Income, Options Trading	0.68%
IBIT iShares Bitcoin Trust ETF	Cryptocurrency	0.68%
BTC-USD Bitcoin		0.68%
BITO ProShares Bitcoin Strategy ETF	Cryptocurrency	0.68%
YBTC Roundhill Bitcoin Covered Call Strategy ETF	Cryptocurrency	0.68%
BTF Valkyrie Bitcoin and Ether Strategy ETF	Cryptocurrency	0.68%
USD ProShares Ultra Semiconductors	Leveraged Equities, Semiconductors	0.68%
QLD ProShares Ultra QQQ	Leveraged Equities	0.68%
IWY iShares Russell Top 200 Growth ETF	Large Cap Growth Equities	0.68%
MGK Vanguard Mega Cap Growth ETF	Large Cap Growth Equities	0.68%
XLK State Street Technology Select Sector SPDR ETF	Technology Equities	0.68%
VUG Vanguard Growth ETF	Large Cap Growth Equities	0.68%
QQQ Invesco QQQ ETF	Nasdaq-100	0.68%
VONG Vanguard Russell 1000 Growth ETF	Large Cap Growth Equities	0.68%
ILCG iShares Morningstar Growth ETF	Large Cap Growth Equities	0.68%
VGT Vanguard Information Technology ETF	Technology Equities	0.68%
IUSG iShares Core S&P U.S. Growth ETF	Large Cap Growth Equities	0.68%
VOOG Vanguard S&P 500 Growth ETF	S&P 500, Large Cap Growth Equities	0.68%
RSPT Invesco S&P 500 Equal Weight Technology ETF	Technology Equities, S&P 500, Equal Weight	0.68%
MGC Vanguard Mega Cap ETF	Large Cap Blend Equities	0.68%
VOO Vanguard S&P 500 ETF	S&P 500	0.68%
VTI Vanguard Total Stock Market ETF	Large Cap Blend Equities	0.68%
FDVV Fidelity High Dividend ETF	Large Cap Blend Equities, Dividend	0.68%
DGRO iShares Core Dividend Growth ETF	Large Cap Growth Equities, Dividend	0.68%
VYM Vanguard High Dividend Yield ETF	Dividend	0.68%
SCHD Schwab U.S. Dividend Equity ETF	Dividend	0.68%
SMH VanEck Semiconductor ETF	Semiconductors, Technology Equities	0.68%
MSFT Microsoft Corporation	Technology	0.68%
AMZN Amazon.com, Inc	Consumer Cyclical	0.68%
META Meta Platforms, Inc.	Communication Services	0.68%
AMD Advanced Micro Devices, Inc.	Technology	0.68%
TGTX TG Therapeutics, Inc.	Healthcare	0.68%
PFC		0.68%
CIX CompX International Inc.	Industrials	0.68%
COLB Columbia Banking System, Inc.	Financial Services	0.68%
WSBC WesBanco, Inc.	Financial Services	0.68%
UNB Union Bankshares, Inc.	Financial Services	0.68%
SRPT Sarepta Therapeutics, Inc.	Healthcare	0.68%
RF Regions Financial Corporation	Financial Services	0.68%
UNH UnitedHealth Group Incorporated	Healthcare	0.68%
BCBP BCB Bancorp, Inc.	Financial Services	0.68%
DDS Dillard's, Inc.	Consumer Cyclical	0.68%
VLY Valley National Bancorp	Financial Services	0.68%
CVX Chevron Corporation	Energy	0.68%
ADBE Adobe Inc	Technology	0.68%
QCOM QUALCOMM Incorporated	Technology	0.68%
LRCX Lam Research Corporation	Technology	0.68%
WSM Williams-Sonoma, Inc.	Consumer Cyclical	0.68%
COST Costco Wholesale Corporation	Consumer Defensive	0.68%
ABBV AbbVie Inc.	Healthcare	0.68%
KO The Coca-Cola Company	Consumer Defensive	0.68%
CSCO Cisco Systems, Inc.	Technology	0.68%
AVGO Broadcom Inc.	Technology	0.68%
AMAT Applied Materials, Inc.	Technology	0.68%
HD The Home Depot, Inc.	Consumer Cyclical	0.68%
WTBA West Bancorporation, Inc.	Financial Services	0.68%
GS The Goldman Sachs Group, Inc.	Financial Services	0.68%
SSO ProShares Ultra S&P500	Leveraged Equities, S&P 500	0.68%
SPYD State Street SPDR Portfolio S&P 500 High Dividend ETF	S&P 500, Dividend	0.68%
MMM 3M Company	Industrials	0.68%
T AT&T Inc.	Communication Services	0.68%
TECL Direxion Daily Technology Bull 3X Shares	Leveraged Equities, Technology Equities	0.68%
NVDA NVIDIA Corporation	Technology	0.68%
VIG Vanguard Dividend Appreciation ETF	Dividend	0.68%
DVY iShares Select Dividend ETF	Large Cap Value Equities, Dividend	0.68%
SDY SPDR S&P Dividend ETF	Mid Cap Value Equities, Dividend	0.68%
MO Altria Group, Inc.	Consumer Defensive	0.68%
AMDY YieldMax AMD Option Income Strategy ETF	Derivative Income, Options Trading	0.68%
SDIV Global X SuperDividend ETF	Global Equities, Dividend	0.68%
KBWD Invesco KBW High Dividend Yield Financial ETF	Financials Equities, Dividend	0.68%
AMLP Alerian MLP ETF	MLPs	0.68%
VZ Verizon Communications Inc.	Communication Services	0.68%
RITM Rithm Capital Corp.	Real Estate	0.68%
PEP PepsiCo, Inc.	Consumer Defensive	0.68%
PG The Procter & Gamble Company	Consumer Defensive	0.68%
ROM ProShares Ultra Technology	Leveraged Equities	0.68%
AIYY YieldMax AI Option Income Strategy ETF	Derivative Income	0.68%
JEPQ JPMorgan Nasdaq Equity Premium Income ETF	Nasdaq-100, Derivative Income	0.68%
MSTY YieldMax™ MSTR Option Income Strategy ETF	Derivative Income	0.68%
BLDR Builders FirstSource, Inc.	Industrials	0.68%
MSTR Strategy Inc	Technology	0.68%
SMCI Super Micro Computer, Inc.	Technology	0.68%
GPIQ Goldman Sachs Nasdaq-100 Core Premium Income ETF	Nasdaq-100, Dividend	0.68%
MAA Mid-America Apartment Communities, Inc.	Real Estate	0.68%
TXN Texas Instruments Incorporated	Technology	0.68%
DIV Global X SuperDividend U.S. ETF	Mid Cap Value Equities, Dividend	0.68%
YMAG YieldMax Magnificent 7 Fund of Option Income ETFs	Derivative Income	0.68%
JEPI JPMorgan Equity Premium Income ETF	Dividend, Derivative Income	0.68%
BLK BlackRock, Inc.	Financial Services	0.68%
ARKK ARK Innovation ETF	Technology Equities	0.68%
LLY Eli Lilly and Company	Healthcare	0.68%
NVD GraniteShares 2x Short NVDA Daily ETF	Inverse Equities	0.68%
O Realty Income Corporation	Real Estate	0.68%
WPC W. P. Carey Inc.	Real Estate	0.68%
ENB Enbridge Inc.	Energy	0.68%
KMI Kinder Morgan, Inc.	Energy	0.68%
CHMI Cherry Hill Mortgage Investment Corporation	Real Estate	0.68%
AOMR Angel Oak Mortgage, Inc.	Real Estate	0.68%
AGNC AGNC Investment Corp.	Real Estate	0.68%
MAIN Main Street Capital Corporation	Financial Services	0.68%
EPD Enterprise Products Partners L.P.	Energy	0.68%
ARCC Ares Capital Corporation	Financial Services	0.68%
STWD Starwood Property Trust, Inc.	Real Estate	0.68%
FEPI REX FANG & Innovation Equity Premium Income ETF	Derivative Income, Technology Equities	0.68%
DIVO Amplify CWP Enhanced Dividend Income ETF	Derivative Income	0.68%
QQQI NEOS Nasdaq-100 High Income ETF	Nasdaq-100, Derivative Income	0.68%
SPYI NEOS S&P 500 High Income ETF	Derivative Income, S&P 500	0.68%
GPIX Goldman Sachs S&P 500 Premium Income ETF	Derivative Income, S&P 500	0.68%
MPLX MPLX LP	Energy	0.68%
CSWC Capital Southwest Corporation	Financial Services	0.68%
NNN NNN REIT, Inc.	Real Estate	0.68%
AMT American Tower Corporation	Real Estate	0.68%
PAA Plains All American Pipeline, L.P.	Energy	0.68%
QYLD Global X NASDAQ 100 Covered Call ETF	Nasdaq-100, Derivative Income	0.68%
SQY YieldMax SQ Option Income Strategy ETF	Derivative Income	0.68%
CRSH YieldMax Short TSLA Option Income Strategy ETF	Derivative Income, Inverse Equities	0.68%
PYPY Yieldmax PYPL Option Income Strategy ETF	Derivative Income	0.68%
DISO YieldMax DIS Option Income Strategy ETF	Derivative Income	0.68%
PSEC Prospect Capital Corporation	Financial Services	0.68%
QDTE Roundhill Innovation-100 0DTE Covered Call Strategy ETF	Derivative Income, Options Trading	0.68%
HTGC Hercules Capital, Inc.	Financial Services	0.68%
DJIA Global X Dow 30 Covered Call ETF	Derivative Income	0.68%
QYLG Global X Nasdaq 100 Covered Call & Growth ETF	Nasdaq-100, Derivative Income	0.68%
ULTY YieldMax Ultra Option Income Strategy ETF	Derivative Income	0.68%
CHCT Community Healthcare Trust Incorporated	Real Estate	0.68%
OBDC Blue Owl Capital Corporation	Financial Services	0.68%
SLRC SLR Investment Corp.	Financial Services	0.68%
BXSL Blackstone Secured Lending Fund	Financial Services	0.68%
PK Park Hotels & Resorts Inc.	Real Estate	0.68%
CAPL CrossAmerica Partners LP	Energy	0.68%
WES Western Midstream Partners, LP	Energy	0.68%
CLCO		0.68%
PFFA Virtus InfraCap U.S. Preferred Stock ETF	Preferred Stock/Convertible Bonds	0.68%
VNQ Vanguard Real Estate ETF	REIT	0.68%
RIET Hoya Capital High Dividend Yield ETF	REIT	0.68%
KBWY Invesco KBW Premium Yield Equity REIT ETF	REIT, Dividend	0.68%
SCHH Schwab US REIT ETF	REIT	0.68%
SVOL Simplify Volatility Premium ETF	Volatility	0.68%

Benchmark

S&P 500 Index

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Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in BEST, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends. The portfolio is rebalanced Every 3 months.

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Returns By Period

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Monthly Returns

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Expense Ratio

Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.

The portfolio doesn't include any funds that charge management fees.

Return for Risk

Sharpe Ratio

There isn't enough data available to calculate the Sharpe ratio for BEST. This metric is based on the past 12 months of trading data. Please check back later for updated information.

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Dividends

Dividend yield

BEST doesn't pay dividends

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

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Worst Drawdowns

The table below displays the maximum drawdowns of the BEST. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The portfolio has not yet recovered.

Asset Allocation

Find the right asset allocation for BEST

Performance

Performance Chart

Returns By Period

Monthly Returns

Expense Ratio

Return for Risk

Sharpe Ratio

Dividends

Dividend yield

Drawdowns

Drawdowns Chart

Worst Drawdowns

Volatility

Volatility Chart

Diversification

Diversification Metrics

Number of Effective Assets

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Diversification Ratio

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