PFDE — Pathfinder Disciplined US Equity ETF

Data updated: 2026-07-28

PFDE — Pathfinder Disciplined US Equity ETF data: holdings, portfolio allocation, expenses, performance, cashflows, risk and SEC filings. United States Large Cap Blend / Core Equity · $137.60M AUM. From SEC regulatory filings.

PFDE Fund Overview

PFDE — Pathfinder Disciplined US Equity ETF is a US mutual fund managed by RBB Fund Trust, categorised as United States Large Cap Blend / Core Equity. ABC INVEST provides holdings, performance, costs, cashflows, risk data, prospectus documents and SEC filings, sourced from SEC filings.

  • Type: US mutual fund
  • Manager: RBB Fund Trust
  • Category: United States Large Cap Blend / Core Equity
  • Assets under management: $137.60M
  • Ticker: PFDE
  • SEC CIK: 0001618627
  • SEC series ID: S000099936
  • Share class ID: C000269741

PFDE Holdings

Top 10 holdings of Pathfinder Disciplined US Equity ETF by percentage of net assets, from the fund's latest SEC N-PORT filing.

Holding% of net assets
NVIDIA Corp9.84%
Apple Inc6.21%
Amazon.com Inc6.06%
Microsoft Corp5.20%
Broadcom Inc4.31%
Micron Technology Inc3.80%
Alphabet Inc3.40%
Alphabet Inc2.55%
Citigroup Inc2.24%
Advanced Micro Devices Inc2.16%

View all PFDE holdings

PFDE Portfolio Allocation

Asset-class allocation of Pathfinder Disciplined US Equity ETF by percentage of net assets, from the latest SEC N-PORT filing.

Asset classAllocation
Equity99.8%
Cash & Equivalents0.2%

PFDE Performance

Total returns for PFDE (as of 2026-08-01), from SEC filings.

PeriodTotal return
YTD12.9%

PFDE Cashflows

Over the 12 months to 2026-02, Pathfinder Disciplined US Equity ETF had net inflows of $103.71M, from monthly SEC N-PORT filings.

MonthNet flow
2026-02$37.92M
2026-01$65.29M
2025-12$501.40K

PFDE Debt Constituents

No individual debt constituents are reported in Pathfinder Disciplined US Equity ETF's latest SEC N-PORT filing.

PFDE Prospectus and SEC Filings

Official Pathfinder Disciplined US Equity ETF filings on SEC EDGAR — prospectus, portfolio holdings and annual reports.

Related Funds

Other United States Large Cap Blend / Core Equity funds tracked on ABC INVEST:

Data Sources

ABC INVEST compiles this page from public filings made to the U.S. Securities and Exchange Commission (SEC) through EDGAR: portfolio holdings and monthly cashflows from Form N-PORT, expenses and returns from fund prospectuses (Form 485BPOS) and the SEC DERA Risk/Return Summary data sets, annual data from Form N-CEN, and shareholder reports from Form N-CSR.