AGOX vs. CBLS ETF Comparison
Comparison of Adaptive Growth Opportunities ETF (AGOX) to Changebridge Capital Long/Short Equity ETF (CBLS)
AGOX
Adaptive Growth Opportunities ETF
AGOX Description
The investment seeks capital appreciation. The fund's portfolio manager seeks to achieve its investment objective of capital appreciation by investing in ETFs that are registered under the Investment Company Act of 1940, as amended and not affiliated with the fund that invest in equity securities of any market capitalization of issuers from a number of countries throughout the world, including emerging market countries. The manager primarily utilizes ETFs and equities but may also use fixed income securities to diversify its asset classes. The fixed income securities in which the fund will invest will be investment grade and may be of any duration or maturity.
Grade (RS Rating)
Last Trade
$28.17
Average Daily Volume
30,940
70
CBLS
Changebridge Capital Long/Short Equity ETF
CBLS Description
The investment seeks long-term capital appreciation while minimizing volatility. The Adviser also considers an assessment of a company's ESG attributes in determining the attractiveness of an investment opportunity. In general, the fund's investments are broadly invested over a number of sectors, but it may focus on the technology, consumer, and healthcare sectors. Under normal circumstances, at least 80% of the fund's net assets, plus borrowings for investment purposes, will be invested long or short in equity securities, including common stocks and depositary receipts. The fund is non-diversified.Grade (RS Rating)
Last Trade
$25.48
Average Daily Volume
2,071
61
Performance
| Period | AGOX | CBLS |
|---|---|---|
| 30 Days | -2.93% | 0.67% |
| 60 Days | 4.53% | 3.85% |
| 90 Days | 5.61% | 3.87% |
| 12 Months | 23.94% | 34.53% |
AGOX Overweight 62 Positions Relative to CBLS
| Symbol | Grade | Weight | |
|---|---|---|---|
| QQQ | A | 22.11% | |
| SMH | B | 17.08% | |
| XLC | A | 6.47% | |
| BSX | B | 4.55% | |
| SMCI | F | 2.59% | |
| HWM | B | 2.11% | |
| AAPL | C | 2.03% | |
| MSFT | D | 1.59% | |
| CRM | B | 1.51% | |
| PGR | D | 1.27% | |
| GE | D | 1.19% | |
| DECK | B | 1.13% | |
| VRT | B | 1.12% | |
| KCE | B | 1.1% | |
| VRTX | A | 1.09% | |
| VRSK | B | 1.04% | |
| FICO | B | 0.99% | |
| CEG | C | 0.92% | |
| GWW | A | 0.92% | |
| BMI | D | 0.83% | |
| T | B | 0.83% | |
| CRS | B | 0.82% | |
| ETN | B | 0.82% | |
| CPRT | D | 0.81% | |
| APPF | D | 0.76% | |
| REGN | F | 0.73% | |
| INTC | C | 0.72% | |
| XAR | B | 0.68% | |
| CBOE | B | 0.62% | |
| MMS | D | 0.62% | |
| SPSC | F | 0.57% | |
| ARGT | A | 0.52% | |
| ANF | F | 0.45% | |
| PTGX | B | 0.45% | |
| IR | B | 0.43% | |
| AMP | A | 0.42% | |
| BKNG | A | 0.4% | |
| MOG.A | C | 0.36% | |
| IESC | B | 0.36% | |
| RJF | B | 0.36% | |
| JPM | B | 0.32% | |
| TYL | B | 0.29% | |
| GRBK | D | 0.28% | |
| FSS | D | 0.28% | |
| AI | B | 0.28% | |
| HUBB | B | 0.26% | |
| TPH | D | 0.26% | |
| MDGL | A | 0.25% | |
| META | B | 0.24% | |
| BAC | B | 0.23% | |
| SCHW | B | 0.22% | |
| SWKS | F | 0.21% | |
| MANH | D | 0.2% | |
| WINA | B | 0.2% | |
| AROC | C | 0.2% | |
| PWR | A | 0.13% | |
| AVGO | B | 0.12% | |
| XOM | B | 0.02% | |
| MPC | F | 0.01% | |
| ADI | C | 0.01% | |
| OGIG | A | 0.0% | |
| LLY | F | -0.56% |
AGOX Underweight 53 Positions Relative to CBLS
| Symbol | Grade | Weight | |
|---|---|---|---|
| DELL | B | -3.08% | |
| LNG | A | -2.99% | |
| SKY | D | -2.93% | |
| WMT | A | -2.8% | |
| OSW | B | -2.75% | |
| BWXT | B | -2.7% | |
| ETR | B | -2.67% | |
| COST | C | -2.64% | |
| SCI | A | -2.61% | |
| IBN | A | -2.59% | |
| ICFI | B | -2.58% | |
| WTTR | C | -2.53% | |
| GTLS | B | -2.52% | |
| D | B | -2.48% | |
| ERJ | D | -2.45% | |
| SO | C | -2.45% | |
| NEE | D | -2.42% | |
| AER | B | -2.35% | |
| NEM | D | -2.28% | |
| ROL | D | -2.24% | |
| BA | F | -2.2% | |
| HUMA | F | -2.17% | |
| TMDX | F | -2.07% | |
| RTX | C | -2.06% | |
| RDDT | A | -1.99% | |
| GD | D | -1.99% | |
| STRL | B | -1.76% | |
| PDD | C | -1.67% | |
| ASML | F | -1.62% | |
| HELE | C | --0.71% | |
| R | A | --0.72% | |
| NVAX | F | --0.79% | |
| TTC | D | --0.8% | |
| GIII | C | --0.85% | |
| SIG | D | --0.87% | |
| AME | A | --0.9% | |
| ROK | C | --0.96% | |
| KMT | A | --0.97% | |
| F | F | --0.98% | |
| ENR | B | --1.0% | |
| DOOO | F | --1.02% | |
| HOG | F | --1.04% | |
| IBM | D | --1.04% | |
| BC | C | --1.04% | |
| MIDD | D | --1.04% | |
| RBLX | B | --1.06% | |
| CTVA | A | --1.06% | |
| TASK | B | --1.13% | |
| VRNT | F | --1.22% | |
| AMAT | F | --1.27% | |
| DE | C | --1.31% | |
| CHH | B | --1.36% | |
| NOW | A | --1.45% |
AGOX: Top Represented Industries & Keywords
CBLS: Top Represented Industries & Keywords
Compare ETFs
