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ORRMilitia Long/Short Equity ETF

Grow my money1y track recordRanked #1,942 of 3,055 in this goal

Seeks capital appreciation.

By Militia Investments, LLC · Launched 2025

Annual Cost

10.91%

#6,037 of 6,040 · expensive

Fund Size

$355M

#1,930 of 6,040 · large

Return (1Y)

+20.4%

Track Record

1 year

#4,017 of 6,040 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$12,093+20.9%

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

What's inside

How Beacon categorizes this fund

Asset class

Alternative

Strategy

Long short

Holdings

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
74.0%
Other
26.6%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
14.3%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

Next steps

Save ORR to compare it with other funds, or start building a portfolio.

Data updated on 2026-09-18