Beacon Tactical Risk ETF (BTR)

NYSEARCA: BTR · IEX Real-Time Price · USD
24.58
0.00 (0.00%)
At close: Mar 27, 2024, 12:00 AM
24.70
+0.12 (0.47%)
After-hours: Mar 28, 2024, 8:00 PM EDT
Assets $25.96M
Expense Ratio 1.10%
PE Ratio n/a
Shares Out 1.07M
Dividend (ttm) n/a
Dividend Yield n/a
Ex-Dividend Date n/a
Payout Ratio n/a
1-Year Return n/a
Volume n/a
Open n/a
Previous Close 24.58
Day's Range 24.28 - 24.58
52-Week Low 22.32
52-Week High 25.18
Beta 0.45
Holdings 12
Inception Date Apr 17, 2023

About BTR

Fund Home Page

The Beacon Tactical Risk ETF (BTR) is an exchange-traded fund that mostly invests in target outcome asset allocation. The fund is an active fund-of-funds seeking capital appreciation. The fund invests equally across US equity sectors, while attempting to minimize losses in volatile markets BTR was launched on Apr 17, 2023 and is issued by Sammons Enterprises.

Asset Class Asset Allocation
Region North America
Stock Exchange NYSEARCA
Ticker Symbol BTR
ETF Provider Sammons Enterprises

Top 10 Holdings

90.74% of assets
Name Symbol Weight
Vanguard Energy ETF VDE 9.40%
Vanguard Materials ETF VAW 9.40%
Vanguard Industrials ETF VIS 9.40%
Vanguard Financials ETF VFH 9.07%
Vanguard Consumer Discretionary ETF VCR 9.04%
Vanguard Utilities ETF VPU 9.02%
Vanguard Consumer Staples ETF VDC 8.94%
Vanguard Health Care ETF VHT 8.93%
Vanguard Communication Services ETF VOX 8.80%
Vanguard Information Technology ETF VGT 8.76%
View More Holdings

Dividends

Ex-Dividend Amount Pay Date
Dec 26, 2023 $0.2103 Jan 2, 2024
Full Dividend History

News

Beacon Capital Management Launches Beacon Tactical Risk (BTR) ETF Based on its Flagship Portfolio

DAYTON, Ohio, April 14, 2023 /PRNewswire/ -- Beacon Capital Management (www.BeaconInvesting.com), a registered investment adviser (RIA) firm that seeks to offer long-term investors innovative portfoli...

Other symbols: BSR
1 year ago - PRNewsWire