KYC

Corgi Funds$26.98 ()
AUM $396KER 0.35%NAV $26.42Holdings 30

Price Chart

Key Statistics

Previous Close

$27.56

Day Range

N/A

52-Week Range

$22.75$28.08

Avg Volume

236

Dividend Yield

Expense Ratio

0.35%

AUM

$396K

Shares Outstanding

Sector Breakdown

SectorWeight %
Financial Services44.55%
Technology40.87%
Consumer Cyclical9.57%
Industrials4.68%
Communication Services0.34%

Country Allocation

CountryWeight %
United States79.95%
Uruguay5.05%
Brazil4.64%
Singapore3.83%
Israel2.29%
Kazakhstan2.06%
Other1.10%
Cayman Islands0.86%
United Kingdom0.22%

Fund Information

Inception Date
May 5, 2026
Description
KYC is designed to provide exposure to companies materially involved in digital banking and fintech infrastructure through an actively managed global portfolio. This includes mobile-first banking, embedded finance, and software-driven financial tools. Eligible firms are selected based on revenue, profit, asset, or industry ranking criteria. The fund may invest in both US and foreign equities, hold ADRs, and allocate up to 15% in illiquid assets such as special purpose vehicles (SPVs) to provide limited exposure to private securities. In determining constituents, a bottom-up security selection process is utilized, combining fundamental analysis, thematic screening, and quantitative methods to evaluate strategic positioning, growth potential, and valuation. It may also hold cash, cash equivalents, or short-term US Treasurys for liquidity or portfolio management purposes. It seeks capital appreciation.

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IJRiShares Core S&P Small-Cap ETF$107.03B
VYMVanguard High Dividend Yield ETF$99.20B

The Corgi ETF Trust I - Corgi Digital Banking & Fintech Infrastructure ETF (KYC) is an exchange-traded fund issued by Corgi Funds that launched on May 5, 2026. It currently manages $396K in assets under management. The fund charges an expense ratio of 0.35%. The fund holds 30 securities in its portfolio. It falls under the Financial Services category.

Top 10 holdings represent 45.2% of the fund

RankSymbolNameWeight %SharesMarket Value
1VVisa Inc9.45%102$37K
2MAMastercard Inc8.13%57$32K
3MELIMercadoLibre Inc4.33%9$17K
4HOODRobinhood Markets Inc4.29%150$17K
5SESea Ltd3.83%141$15K
6INTUIntuit Inc3.32%42$13K
7NUNU Holdings Ltd/Cayman Islands3.22%849$13K
8PYPLPayPal Holdings Inc3.03%225$12K
9SQBlock Inc2.81%141$11K
10CPAYCorpay Inc2.78%27$11K
11GPNGlobal Payments Inc2.47%111$10K
12COINCoinbase Global Inc2.35%54$9K
13BRBroadridge Financial Solutions Inc2.29%54$9K
14FICOFair Isaac Corp2.18%9$9K
15EFXEquifax Inc2.16%51$9K

Detailed Returns

PeriodReturnETF
1D
1W
-3.62%
1M
-2.59%
3M
+12.94%
6M
+7.56%
YTD
+7.56%
1Y
+7.56%
3Y
+7.56%
5Y
+7.56%

Moving Averages

20-Day MA

$27.26

Below 20-Day MA
50-Day MA

$26.50

Above 50-Day MA
200-Day MA

$25.33

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$28.08

Current Price

$26.98

52-Week Low

$22.75

$22.75$28.08

Current Yield

Annual Dividend

Frequency

Last Ex-Date

Dividends

No dividend data available for this ETF.

Category Comparison

MetricKYCFinancial Services(845 ETFs)
Fund Info
Expense Ratio0.35%0.64%
AUM$396K$3.31B
Dividend Yield4.74%
Avg Volume236728.2K
Holdings30261
Performance
1-Month Return-0.85%
6-Month Return+3.84%
YTD Return+8.72%
1-Year Return+7.81%

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