EBILongview Advantage ETF
Seeks long-term capital appreciation.
By Longview Funds · Launched 2025
Annual Cost
0.24%
#1,057 of 5,861 · low cost
Fund Size
$662M
#1,400 of 5,861 · large
Return (1Y)Goal
+28.2%
Track Record
1 year
#4,106 of 5,861 · young
Performance
Total-return NAV · USDGrowth of $10,000
$12,859+28.6%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
North americaCap
Multi cap
Strategy
Active selection
Index tracked
Bloomberg US 3000 Index
What it actually holds
By weightConcentration
Top 10 holdings = 28.5% of fund✓ well diversified
Dimensional US Core Equity 2 E
5.0%
NVIDIA Corp
4.2%
Apple Inc
4.1%
Microsoft Corp
3.1%
Mount Vernon Liquid Assets Portfolio, LLC
2.9%
Avantis U.S. Small Cap Value E
2.4%
Alphabet Inc
2.4%
Amazon.com Inc
1.6%
Micron Technology Inc
1.5%
Meta Platforms Inc
1.4%
Asset allocation
Stocks
99.9%
Cash
2.3%
By sector
Technology
27.1%
Financial Services
15.6%
Industrials
11.9%
Consumer Cyclical
11.5%
Energy
9.6%
Communication
7.7%
Healthcare
6.7%
Consumer Defensive
4.8%
Other
5.0%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
12.4%Moderate
Year-on-year price swings
Max drawdown
-17.0%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
Unavailable
Needs 3+ years of history
Sortino (3Y)
Not yet
Needs 3+ years of history
Listing
- Exchange
- NASDAQ Global Select Market
Full fund details
- Objective
- Seeks long-term capital appreciation.
- Strategy
- Actively manages a diversified portfolio of equity securities of U.S. companies across market sectors and capitalizations, emphasizing those with higher profitability-to-value ratios. The Fund may lend its portfolio securities to generate additional income.
- Inception date
- February 25, 2025
- Fund family
- Longview Funds
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Data updated on 2026-08-04