TSPXTwin Oak Active Opportunities ETF
Grow my money#2388 of 2944 for Grow my money
Seeks long-term capital appreciation.
Twin Oak ETF Co · Since 2025 (1 year)
Annual Cost
1.01%
#4786 out of 5,332 ETFs
Fund Size
$243M
#1966 out of 5,332 ETFs
Dividend Yield
2.23%
Track Record
1 year
#4269 out of 5,332 ETFs
Performance
1 Year
+23.3%
3 Years
N/A
5 Years
N/A
What's inside
Asset class
Strategy
tactical allocation
Asset allocation
Stocks
75.1%
Bonds
14.0%
Cash
10.8%
Other
0.1%
Sector breakdown
Technology
33.1%
Financial Services
12.1%
Communication
10.8%
Consumer Cyclical
10.1%
Healthcare
9.9%
Industrials
8.7%
Consumer Defensive
5.4%
Energy
3.5%
Other
6.4%
Top holdings
Vanguard S&P 500 ETFVOO75.4%
iShares Ultra Short Duration Bd Actv ETFICSH14.8%
JPMorgan Ultra-Short Income ETFJPST9.5%
Risk profile
Volatility (1Y)
9.4%
Moderate
Max drawdown
-6.9%
Worst peak-to-trough loss
Sharpe (3Y)
N/A
Sortino (3Y)
N/A
Bond profile
Duration
4.2 years
Credit ratings
US Government
0.8%
AAA
17.6%
AA
16.8%
A
47.5%
BBB
18.1%
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Data updated on 2026-05-05