EHLSEven Herd Long Short ETF
Seeks long-term capital appreciation.
By Even Herd, LLC · Launched 2024
Annual Cost
3.35%
#6,016 of 6,040 · expensive
Fund Size
$58M
#3,610 of 6,040 · mid-size
Return (1Y)
+13.4%
Track Record
2 years
#3,440 of 6,040 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$11,310+13.1%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
Top 10 holdings = 28.9% of funddiversified
First American Government Obli
14.6%
TechnipFMC PLC
1.9%
Welltower Inc
1.6%
Outfront Media Inc
1.6%
Entergy Corp
1.6%
Diversified Healthcare Trust
1.6%
Universal Insurance Holdings I
1.5%
Mercury General Corp
1.5%
Cardinal Health Inc
1.5%
Solaris Energy Infrastructure
1.4%
Asset allocation
Stocks
75.1%
Cash
22.3%
Other
2.6%
By sector
Financial Services
21.9%
Healthcare
13.1%
Energy
12.3%
Technology
12.1%
Consumer Cyclical
8.6%
Industrials
8.3%
Real Estate
6.9%
Basic Materials
6.0%
Other
10.9%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
19.2%Moderate
Year-on-year price swings
Max drawdown
-19.0%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 long and short positions in equity securities, focusing on those with strong upward momentum for long positions and downward momentum for short positions. Invests primarily in U.S.-listed equity securities with market capitalizations above $500 million.
- Inception date
- April 1, 2024
- Fund family
- Even Herd, LLC
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Data updated on 2026-09-18