ROPECoastal Compass 100 ETF
Grow my money#2716 of 2944 for Grow my money
Seeks total return.
Coastal Funds · Since 2024 (1 year)
Annual Cost
0.81%
#4013 out of 5,332 ETFs
Fund Size
$7M
#4679 out of 5,332 ETFs
Dividend Yield
2.01%
Track Record
1 year
#4107 out of 5,332 ETFs
Performance
1 Year
+26.1%
3 Years
N/A
5 Years
N/A
What's inside
Asset class
Region
Strategy
active selection
Cap
large
Asset allocation
Stocks
97.5%
Cash
2.5%
Other
0.1%
Sector breakdown
Financial Services
18.2%
Healthcare
17.5%
Consumer Defensive
15.2%
Industrials
14.9%
Energy
13.7%
Communication
6.3%
Real Estate
5.1%
Technology
4.8%
Other
4.4%
Top holdings
Exxon Mobil CorpXOM6.8%
ConocoPhillipsCOP6.6%
Target CorpTGT5.7%
Bristol-Myers Squibb CoBMY5.5%
Philip Morris International IncPM5.2%
Comcast Corp Class ACMCSA5.1%
Simon Property Group IncSPG5.0%
United Parcel Service Inc Class BUPS4.6%
U.S. BancorpUSB4.5%
CVS Health CorpCVS4.3%
Risk profile
Volatility (1Y)
10.6%
Moderate
Max drawdown
-14.3%
Worst peak-to-trough loss
Sharpe (3Y)
N/A
Sortino (3Y)
N/A
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Data updated on 2026-05-05