BDGSBridges Capital Tactical ETF
Seeks capital appreciation while preserving capital during market drawdowns.
By Bridges · Launched 2023
Annual Cost
0.87%
#4,788 of 6,040 · expensive
Fund Size
$43M
#3,890 of 6,040 · mid-size
Return (1Y)
+9.7%
Track Record
3 years
#2,947 of 6,040 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$10,969+9.7%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
Top 10 holdings = 86.8% of fundconcentrated
Alpha Architect 1-3 Month Box ETFBOXX
49.0%
United States Treasury Bill
5.8%
Netflix IncNFLX
4.6%
Advanced Micro Devices IncAMD
4.2%
Tesla IncTSLA
3.9%
Amazon.com IncAMZN
3.9%
Palantir Technologies IncPLTR
3.9%
Broadcom IncAVGO
3.9%
Alphabet IncGOOG
3.8%
Meta Platforms IncMETA
3.8%
Asset allocation
Stocks
136.9%
Other
0.0%
By sector
Technology
40.4%
Communication
13.8%
Consumer Cyclical
11.4%
Financial Services
9.8%
Healthcare
7.5%
Industrials
6.3%
Consumer Defensive
3.6%
Energy
2.8%
Other
4.5%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
7.3%Low
Year-on-year price swings
Max drawdown
-9.1%Mild
Worst peak-to-trough loss
Sharpe (3Y)
1.15Strong risk-adjusted returns
Sortino (3Y)
1.86Good downside protection
Listing
- Exchange
- NASDAQ Global Select Market
Full fund details
- Objective
- Seeks capital appreciation while preserving capital during market drawdowns.
- Strategy
- Actively manages a diversified portfolio primarily invested in large-capitalization U.S. equity securities and passively managed U.S. equity index ETFs. The Fund aims to provide capital appreciation while preserving capital during market drawdowns, adjusting allocations based on macroeconomic analysis and market conditions.
- Inception date
- May 10, 2023
- Fund family
- Bridges
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Data updated on 2026-09-18