Skip to content
Beacon

NELSNelson Select ETF

Get income#1457 of 1640 for Get income

The fund is an actively managed exchange traded fund (“ETF”) that seeks to achieve its investment objective by investing in a combination of equity securities and ETFs (“underlying funds”) representing a broad range of asset classes.

Collaborative Fund Advisors, LLC · Since 2025 (7 months)

Annual Cost

1.69%

#5264 out of 5,332 ETFs

Fund Size

$44M

#3460 out of 5,332 ETFs

Dividend Yield

Track Record

7 months

#4875 out of 5,332 ETFs

Performance

1 Year

N/A

3 Years

N/A

5 Years

N/A

What's inside

Asset class
Strategy
active selection

Asset allocation

Stocks
100.0%

Sector breakdown

Technology
30.9%
Financial Services
12.0%
Communication
10.8%
Healthcare
10.2%
Industrials
9.7%
Consumer Cyclical
9.2%
Energy
5.3%
Consumer Defensive
4.3%
Other
7.5%

Top holdings

NVIDIA CorpNVDA6.3%
Alphabet Inc Class AGOOGL4.7%
Apple IncAAPL4.7%
Microsoft CorpMSFT3.7%
Amazon.com IncAMZN3.5%
iShares Expanded Tech-Software Sect ETFIGV2.9%
JPMorgan Chase & CoJPM2.5%
State Street®UtilSelSectSPDR®ETFXLU2.5%
Dell Technologies Inc Ordinary Shares - Class CDELL2.0%
Broadcom IncAVGO2.0%

Risk profile

Volatility (1Y)

N/A

Max drawdown

-9.3%

Worst peak-to-trough loss

Sharpe (3Y)

N/A

Sortino (3Y)

N/A

Bond profile

Similar ETFs

Data updated on 2026-05-05