CBLS vs. ACSI ETF Comparison

Comparison of Changebridge Capital Long/Short Equity ETF (CBLS) to American Customer Satisfaction Core Alpha ETF (ACSI)
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

$25.49

Average Daily Volume

13,525

Number of Holdings *

68

* may have additional holdings in another (foreign) market
ACSI

American Customer Satisfaction Core Alpha ETF

ACSI Description American Customer Satisfaction Core Alpha ETF (the %u201CFund%u201D) seeks to track the performance, before fees and expenses, of the American Customer Satisfaction Investable Index (the %u201CIndex%u201D).

Grade (RS Rating)

Last Trade

$53.97

Average Daily Volume

169

Number of Holdings *

33

* may have additional holdings in another (foreign) market
Performance
Period CBLS ACSI
30 Days 12.30% 8.06%
60 Days 13.62% 7.13%
90 Days 17.26% 9.06%
12 Months 24.28% 22.48%
3 Overlapping Holdings
Symbol Grade Weight in CBLS Weight in ACSI Overlap
AAPL C 2.26% 8.27% 2.26%
MSFT B 2.25% 4.81% 2.25%
TSLA D -2.59% 2.47% -2.59%
CBLS Overweight 65 Positions Relative to ACSI
Symbol Grade Weight
RDFN C 2.85%
HUMA C 2.76%
SKY C 2.74%
TCOM B 2.59%
STRL C 2.55%
MU B 2.46%
OSW B 2.42%
MMYT B 2.4%
NVDA C 2.38%
ASML D 2.37%
GTLS C 2.34%
AVGO B 2.32%
TMDX B 2.29%
TDG C 2.28%
SN A 2.26%
WTTR A 2.25%
NARI D 2.14%
NU C 2.14%
LRCX D 2.13%
HLX B 2.1%
ERJ B 2.09%
TSM B 2.05%
PANW C 2.03%
ECL A 2.03%
ICFI C 1.99%
BLBD B 1.97%
DKNG C 1.95%
BKNG C 1.85%
DXCM D 1.85%
IBN B 1.81%
RTX B 1.8%
FCX A 1.77%
GD A 1.71%
CHK B 1.7%
FTI C 1.59%
BRCC B 1.35%
BBY D -0.64%
SIG C -0.71%
CTVA C -0.74%
BGFV F -0.75%
INTC F -0.89%
BXP C -0.89%
APO B -0.91%
BC F -0.92%
DOOO D -0.92%
HOG D -0.92%
IBM D -0.92%
AVY B -0.93%
BX C -0.93%
KKR B -0.96%
EWBC B -0.99%
CMA B -1.0%
ZION B -1.03%
MTB B -1.05%
WAL C -1.05%
PAYX B -1.14%
MIDD F -1.15%
CHH F -1.15%
ONON B -1.19%
F D -1.19%
ENR D -1.27%
UTHR A -1.27%
SEDG F -1.29%
SOFI F -1.32%
LAD F -1.37%
CBLS Underweight 30 Positions Relative to ACSI
Symbol Grade Weight
COST B -5.94%
GOOG A -5.76%
AMZN C -5.23%
JPM A -4.15%
KDP C -4.02%
UNH C -3.38%
AIG A -3.31%
HUM D -3.19%
PINS B -2.95%
ALK C -2.79%
SKX B -2.62%
MSI A -2.61%
FDX D -2.6%
TXRH B -2.54%
LEVI C -2.48%
TSCO A -2.45%
TMUS B -2.43%
T B -2.36%
NFLX B -2.3%
YUM B -2.29%
AEO D -2.27%
VZ C -2.25%
SCHW B -2.24%
MS B -2.21%
HLT D -2.16%
ORLY D -2.09%
CLX F -1.77%
DUK A -1.3%
ATO B -1.26%
BRK.A B -1.18%
Compare ETFs