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Brinsmere Fund Conservative ETF Multi-Asset
The Brinsmere Funds ·Est. 2024 ·US · thebrinsmerefunds.com/ · ← All ETFs
$29.24
+0.41% (+0.12)
AUM $336.9M
Expense 40.00%
52w Low $25.96 96.7% of range 52w High $29.35
50d MA $28.62 200d MA $28.30
NAV $28.29
AUM $336.9M
Expense 40.00%
Holdings
Avg Volume 354
Inception Jan 16, 2024
Issuer The Brinsmere Funds
Exchange
Domicile US
ISIN US26922B4932
50d MA $28.62
200d MA $28.30
About
The fund is an actively managed fund of funds, which seeks to achieve its investment objective by investing in a globally diversified portfolio of equity and bond markets. It systematically adjusts its holdings using two proprietary strategies developed by the fund’s investment adviser, The Milwaukee Company, that are run independently. Those strategies are the SMB and the CAAR. SMB and CAAR syste…
Sector Exposure
Technology 21.4%
Financial Services 16.8%
Industrials 13.2%
Healthcare 9.3%
Consumer Cyclical 8.6%
Energy 7.0%
Consumer Defensive 6.4%
Communication Services 6.2%
Basic Materials 5.2%
Utilities 3.6%
Real Estate 2.3%