BDGSBridges Capital Tactical ETF

Grow my money3y track recordRanked #2,521 of 2,960 in this goal

Seeks to provide capital appreciation while preserving capital during market drawdowns.

By Bridges · Launched 2023

Annual Cost

0.87%

#4,437 of 5,562 · expensive

Fund Size

$44M

#3,698 of 5,562 · mid-size

Return (1Y)Goal

+13.3%

Track Record

3 years

#3,008 of 5,562 · seasoned

Performance

Total-return NAV · USD

Growth of $10,000

$11,328+13.3%

Total-return NAV, USD. Net of fund fees, before tax.

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Large

Strategy

Active selection

What it actually holds

By weight

Concentration

Top 10 holdings = 85.2% of fundconcentrated

United States Treasury Bill

20.5%

Alpha Architect 1-3 Month Box ETFBOXX

20.2%

State Street SPDR Bloomberg 1-3 Month T-Bill ETFBIL

20.1%

United States Treasury Bill

9.0%

NVIDIA CorpNVDA

2.7%

Broadcom IncAVGO

2.6%

Alphabet IncGOOG

2.6%

Amazon.com IncAMZN

2.5%

Costco Wholesale CorpCOST

2.5%

Apple IncAAPL

2.5%

Asset allocation

Stocks

144.3%

By sector

Technology

37.4%

Communication

16.6%

Consumer Cyclical

10.9%

Financial Services

9.3%

Healthcare

7.5%

Industrials

6.6%

Consumer Defensive

4.1%

Energy

2.6%

Other

4.9%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

6.3%Low

Year-on-year price swings

Max drawdown

-9.1%Mild

Worst peak-to-trough loss

Sharpe (3Y)

1.18Strong risk-adjusted returns

Sortino (3Y)

1.90Good downside protection

Where to buy

Listing

Exchange: NASDAQ Global Select Market

Full fund details

Objective: Seeks to provide capital appreciation while preserving capital during market drawdowns.
Strategy: Actively managed ETF investing in a blend of U.S. equity index ETFs, large-cap stocks, and cash equivalents. Allocation is based on proprietary macroeconomic analysis, adjusting between risk-on and risk-averse postures.
Inception date: May 10, 2023
Fund family: Bridges