SEMIColumbia Select Technology ETF

Grow my money4y track recordRanked #2,129 of 2,960 in this goal

Seeks capital appreciation.

By Columbia Threadneedle · Launched 2022

Annual Cost

0.75%

#3,765 of 5,562 · expensive

Fund Size

$37M

#3,826 of 5,562 · small

Return (1Y)Goal

+62.0%

Track Record

4 years

#2,653 of 5,562 · seasoned

Performance

Total-return NAV · USD

Growth of $10,000

$16,349+63.5%

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

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Strategy

Active selection

Sector

Information technology

What it actually holds

By weight

Concentration

Top 10 holdings = 68.9% of fundconcentrated

NVIDIA Corp

17.4%

Broadcom Inc

9.2%

Apple Inc

8.4%

Microsoft Corp

7.6%

Lam Research Corp

6.7%

Alphabet Inc

4.9%

Taiwan Semiconductor Manufacturing Co Ltd

4.3%

Amazon.com Inc

3.7%

Micron Technology Inc

3.7%

Meta Platforms Inc

3.1%

Asset allocation

Stocks

98.5%

Cash

1.6%

By sector

Technology

85.5%

Communication

7.7%

Consumer Cyclical

3.7%

Financial Services

3.1%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

24.4%High

Year-on-year price swings

Max drawdown

-32.9%Severe

Worst peak-to-trough loss

Sharpe (3Y)

0.86Decent risk-adjusted returns

Sortino (3Y)

1.22Good downside protection

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks capital appreciation.
Strategy: Invests primarily in equity securities of technology companies, holding 30-50 securities. Focuses on firms in IT, communications, and consumer discretionary sectors, with at least 25% in tech-related industries.
Inception date: March 29, 2022
Fund family: Columbia Threadneedle