“Pathfinder Disciplined US Equity ETF was among the detractors, reducing returns by 0.20% in Long-Term Aggressive, 0.15% in Long-Term Conservative, 0.19% in Intermediate, and 0.11% in Short-Term portfolios.”
Each excerpt above is the manager's commentary on this ticker specifically. The full letter has the rest of their portfolio thinking, risk discussion, and broader institutional context.