CBSEClough Select Equity ETF
Seeks capital appreciation and lower volatility than the broader market.
By Clough Capital Partners L.P. · Launched 2020
Annual Cost
0.85%
#4,514 of 5,861 · expensive
Fund Size
$55M
#3,561 of 5,861 · mid-size
Return (1Y)Goal
+21.9%
Track Record
5 years
#2,180 of 5,861 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$12,290+22.9%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 10 holdings = 31.6% of fund✓ well diversified
Seagate Technology Holdings PL
3.5%
Sable Offshore Corp
3.5%
PureCycle Technologies Inc
3.3%
Monolithic Power Systems Inc
3.3%
Western Digital Corp
3.2%
Quanta Services Inc
3.0%
Venture Global Inc
3.0%
Lumentum Holdings Inc
3.0%
Halliburton Co
2.9%
SiTime Corp
2.9%
Asset allocation
Stocks
99.9%
Other
1.4%
By sector
Consumer Cyclical
26.3%
Technology
17.4%
Healthcare
12.6%
Energy
11.1%
Industrials
7.9%
Basic Materials
7.6%
Communication
5.4%
Consumer Defensive
5.0%
Other
6.8%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
25.6%High
Year-on-year price swings
Max drawdown
-36.3%Severe
Worst peak-to-trough loss
Sharpe (3Y)
0.90Decent risk-adjusted returns
Sortino (3Y)
1.26Good downside protection
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks capital appreciation and lower volatility than the broader market.
- Strategy
- Actively manages a diversified portfolio of 20-40 U.S.-listed equity securities, focusing on companies with above-average financial characteristics and growth potential across sectors like energy, technology, consumer, industrial, and healthcare. The Adviser employs a tax-aware approach to enhance after-tax returns while maximizing risk-adjusted returns.
- Inception date
- November 12, 2020
- Fund family
- Clough Capital Partners L.P.
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Data updated on 2026-08-04