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LOGOAlpha Brands Consumption Leaders ETF

Grow my money1y track recordRanked #2,481 of 2,992 in this goal

Seeks long-term capital appreciation.

By Accuvest Global Advisors · Launched 2025

Annual Cost

0.69%

#3,604 of 5,854 · average

Fund Size

$34M

#4,037 of 5,854 · small

Return (1Y)Goal

-2.4%

Track Record

1 year

#4,318 of 5,854 · young

Performance

Total-return NAV · USD
Growth of $10,000
$9,811-1.9%

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

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Large

Strategy

Active selection

What it actually holds

By weight

Concentration

Top 10 holdings = 44.8% of fundmoderately concentrated

Netflix Inc
5.7%
NVIDIA Corp
5.0%
MercadoLibre Inc
4.9%
Apple Inc
4.8%
Uber Technologies Inc
4.4%
Spotify Technology SA
4.3%
TSMC
4.1%
General Electric Co
4.0%
Alphabet Inc
4.0%
Amazon.com Inc
3.7%

Asset allocation

Stocks
100.0%
Cash
0.1%

By sector

Technology
24.6%
Industrials
18.2%
Consumer Cyclical
15.2%
Communication
11.3%
Healthcare
10.8%
Financial Services
8.6%
Utilities
3.1%
Energy
3.1%
Other
5.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
16.0%Moderate

Year-on-year price swings

Max drawdown
-18.3%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 portfolio of U.S. and non-U.S. companies with a market capitalization of $1 billion or greater, focusing on leading brands in the consumer discretionary and consumer staples sectors. The strategy emphasizes brand relevancy and operational efficiency, with a high annual portfolio turnover rate.
Inception date
May 27, 2025
Fund family
Accuvest Global Advisors

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Data updated on 2026-08-03