EHLSEven Herd Long Short ETF
Seeks long-term capital appreciation.
By Even Herd, LLC · Launched 2024
Annual Cost
2.62%
#5,825 of 5,861 · expensive
Fund Size
$61M
#3,456 of 5,861 · mid-size
Return (1Y)Goal
+16.0%
Track Record
2 years
#3,426 of 5,861 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$11,556+15.6%
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 = 28.9% of fund✓ well diversified
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
70.0%
Cash
21.2%
Other
8.8%
By sector
Financial Services
16.3%
Technology
13.8%
Industrials
12.8%
Healthcare
11.1%
Energy
9.3%
Real Estate
7.8%
Basic Materials
7.1%
Utilities
6.4%
Other
15.3%
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
Similar funds
Same asset class, closest by strategy & exposureWhat's next?
You've looked at EHLS. Save it to your watchlist to weigh it against other funds, then turn your shortlist into a portfolio.
Data updated on 2026-08-04