HFGMUnlimited HFGM Global Macro ETF

Grow my money1y track recordRanked #2,151 of 2,960 in this goal

Seeks capital appreciation.

By Unlimited · Launched 2025

Annual Cost

1.01%

#4,997 of 5,562 · expensive

Fund Size

$155M

#2,533 of 5,562 · mid-size

Return (1Y)Goal

+33.3%

Track Record

1 year

#4,336 of 5,562 · young

Performance

Total-return NAV · USD

Growth of $10,000

$13,317+33.2%

Total-return NAV, USD. Net of fund fees, before tax.

Classification

How Beacon categorizes this fund

Asset class

Alternative

Strategy

Tactical allocation

What it actually holds

By weight

Concentration

Top 10 holdings = 81.8% of fundconcentrated

First American Government Obli

35.3%

Vanguard Emerging Markets Gove

22.0%

iShares TIPS Bond ETF

11.8%

Vanguard Russell 2000 ETF

5.6%

iShares MSCI China ETF

3.0%

Vanguard FTSE Europe ETF

1.2%

N/AGCG6

1.0%

Invesco DB Base Metals Fund

0.8%

N/AHGH6

0.6%

N/AESZ5

0.4%

Asset allocation

Other

127.5%

Stocks

53.3%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

22.8%High

Year-on-year price swings

Max drawdown

-11.0%Mild

Worst peak-to-trough loss

Sharpe (3Y)

Unavailable

Needs 3+ years of history

Sortino (3Y)

Not yet

Needs 3+ years of history

Where to buy

Listing

Exchange: NYSE Arca, New York Stock Exchange

Full fund details

Objective: Seeks capital appreciation.
Strategy: Utilizes a machine learning security selection process to identify investment opportunities. The strategy relies on proprietary quantitative models and third-party data, aiming for effective portfolio composition.
Inception date: April 14, 2025
Fund family: Unlimited