CBSEClough Select Equity ETF

Grow my money#2343 of 2944 for Grow my money

Seeks capital appreciation with lower volatility than the broader market.

Clough Capital Partners L.P. · Since 2020 (5 years)

Annual Cost

0.85%

#4125 out of 5,332 ETFs

Fund Size

$41M

#3532 out of 5,332 ETFs

Dividend Yield

0.34%

Track Record

5 years

#2278 out of 5,332 ETFs

Performance

1 Year

+55.7%

3 Years

+27.3%

5 Years

+9.8%

What's inside

Asset class

equity

Region

north america

Strategy

active selection

Cap

multi cap

Asset allocation

Stocks

85.9%

Cash

14.1%

Sector breakdown

Energy

33.8%

Technology

26.4%

Industrials

16.9%

Consumer Cyclical

9.3%

Utilities

5.5%

Healthcare

5.1%

Basic Materials

3.0%

Top holdings

BlackRock Liquidity T-Fund InstlTSTXX14.2%

APA CorpAPA3.6%

ConocoPhillipsCOP3.3%

Halliburton CoHAL3.1%

Viking Holdings LtdVIK3.1%

SLB LtdSLB2.8%

Infineon Technologies AG ADRIFNNY2.8%

nVent Electric PLCNVT2.8%

Quanta Services IncPWR2.7%

Service Corp InternationalSCI2.6%

Risk profile

Volatility (1Y)

22.3%

High

Max drawdown

-36.3%

Worst peak-to-trough loss

Sharpe (3Y)

1.03

Excellent risk-adjusted returns

Sortino (3Y)

1.46

Good downside protection

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