TAXCambria Tax Aware ETF
Grow my money#2371 of 2944 for Grow my money
Seeks to provide a tax-efficient investment return consisting of capital appreciation.
Cambria Investment Management · Since 2024 (1 year)
Annual Cost
0.54%
#2559 out of 5,332 ETFs
Fund Size
$23M
#4022 out of 5,332 ETFs
Dividend Yield
0.36%
Track Record
1 year
#4107 out of 5,332 ETFs
Performance
1 Year
+29.2%
3 Years
N/A
5 Years
N/A
What's inside
Asset class
Region
Strategy
active selection
Cap
large
Factor
value
Asset allocation
Stocks
99.8%
Cash
0.3%
Sector breakdown
Industrials
21.7%
Healthcare
19.7%
Technology
15.5%
Consumer Cyclical
14.3%
Financial Services
9.7%
Communication
7.2%
Consumer Defensive
6.2%
Real Estate
2.7%
Other
3.1%
Top holdings
United Therapeutics CorpUTHR1.4%
Roivant Sciences Ltd Ordinary SharesROIV1.3%
GE Vernova IncGEV1.3%
Comfort Systems USA IncFIX1.3%
Liberty Broadband Corp Registered Shs Series -A-LBRDA1.2%
Jazz Pharmaceuticals PLCJAZZ1.2%
Charter Communications Inc Class ACHTR1.2%
MGM Resorts InternationalMGM1.2%
US Foods Holding CorpUSFD1.2%
Jabil IncJBL1.2%
Risk profile
Volatility (1Y)
15.8%
Moderate
Max drawdown
-18.8%
Worst peak-to-trough loss
Sharpe (3Y)
N/A
Sortino (3Y)
N/A
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Data updated on 2026-05-05