Changebridge Capital Long/Short Equity ETF (CBLS)
| Assets | $7.85M |
| NAV | $26.15 |
| Expense Ratio | 1.70% |
| PE Ratio | 24.28 |
| Shares Out | 300,000 |
| Dividend (ttm) | n/a |
| Dividend Yield | n/a |
| Ex-Dividend Date | n/a |
| 1-Year Return | - |
| Volume | - |
| Open | - |
| Previous Close | 26.15 |
| Day's Range | 26.11 - 26.38 |
| 52-Week Low | 20.27 |
| 52-Week High | 27.86 |
| Beta | -1.45 |
| Holdings | 52 |
| Inception Date | Nov 13, 2020 |
About CBLS
The investment seeks long-term capital appreciation while minimizing volatility. The Adviser also considers an assessment of a company's ESG attributes in determining the attractiveness of an investment opportunity. In general, the fund's investments are broadly invested over a number of sectors, but it may focus on the technology, consumer, and healthcare sectors. Under normal circumstances, at least 80% of the fund's net assets, plus borrowings for investment purposes, will be invested long or short in equity securities, including common stocks and depositary receipts. The fund is non-diversified.
Top 10 Holdings
54.51% of assets| Name | Symbol | Weight |
|---|---|---|
| First American Government Obligs X | FGXXX | 12.02% |
| Civeo Corporation | CVEO | 5.84% |
| Skyline Champion | SKY | 5.77% |
| Criteo | CRTO | 4.85% |
| Expedia | EXPE | 4.73% |
| Sony Group | SONY | 4.61% |
| Scientific Games | SGMS | 4.49% |
| TransMedics Group | TMDX | 4.12% |
| Sterling Construction Company | STRL | 4.06% |
| Semler Scientific | SMLR | 4.03% |
News
Long/Short ETFs to Fight Likely Market Slump in September
Wall Street ended on a negative note last week and the week before that, strengthening the worth of the adage that September is historically the worst month of the year for stocks.
Changebridge Capital Launches Two Actively Managed ESG ETFs
BOSTON, Nov. 30, 2020 /PRNewswire/ -- Changebridge Capital, a Boston-based asset manager specializing in active management powered by quantitative and fundamental analysis, recently announced the launch...
A Long/Short Changebridge ETF to Capitalize on Market Turbulence
Traditional equity and fixed income strategies can help investors survive market storms. Still, this year's coronavirus outbreak has reminded investors to consider allocating a portion of their portfoli...
Changebridge Launches Two Actively Managed ESG ETFs, ‘CBLS' and ‘CBSE'
Closing out the week, on Friday, Changebridge Capital, a Boston-based asset manager specializing in active management powered by quantitative and fundamental analysis, announced the launch of its first ...