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ORRMilitia Long/Short Equity ETF

Grow my money1y track recordRanked #1,921 of 2,999 in this goal

Seeks capital appreciation.

By Militia Investments, LLC · Launched 2025

Annual Cost

10.91%

#5,858 of 5,861 · expensive

Fund Size

$351M

#1,875 of 5,861 · large

Return (1Y)Goal

+29.3%

Track Record

1 year

#4,000 of 5,861 · young

Performance

Total-return NAV · USD
Growth of $10,000
$12,749+27.5%

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

What's inside

How Beacon categorizes this fund

Asset class

Alternative

Strategy

Long short

What it actually holds

By weight

Concentration

Top 10 holdings = 50.1% of fundmoderately concentrated

Taiwan Semiconductor Manufacturing Co LtdTSM
8.1%
Hikari Tsushin Inc9435 JP
6.4%
Energy Transfer LPET
6.0%
Sprouts Farmers Market IncSFM
5.0%
Grupo Aeroportuario del Centro Norte SAB de CVOMAB
4.6%
Alphabet IncGOOG
4.5%
Grupo Aeroportuario del Pacifico SAB de CVPAC
4.4%
Western Midstream Partners LPWES
4.2%
Amazon.com IncAMZN
3.5%
Axos Financial IncAX
3.5%

Asset allocation

Stocks
80.8%
Other
16.4%
Cash
5.1%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
14.4%Moderate

Year-on-year price swings

Max drawdown
-9.9%Mild

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 capital appreciation.
Strategy
Actively manages long and short positions in small-, mid-, or large-cap equity securities, primarily focusing on foreign and U.S. companies, with significant exposure to Japan. The strategy involves investing in securities the Sub-Adviser believes will appreciate while shorting those expected to decline, resulting in a high annual portfolio turnover.
Inception date
January 14, 2025
Fund family
Militia Investments, LLC

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Data updated on 2026-08-04