CBLS vs. CBSE ETF Comparison
Comparison of Changebridge Capital Long/Short Equity ETF (CBLS) to Changebridge Capital Sustainable Equity ETF (CBSE)
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
$23.19
Average Daily Volume
4,305
75
CBSE
Changebridge Capital Sustainable Equity ETF
CBSE Description
The investment seeks capital appreciation and lower volatility than the broader market. The fund is an actively-managed ETF that seeks to achieve its investment objective by purchasing securities Changebridge Capital, LLC, the fund's investment adviser, believes to have above-average financial characteristics and growth potential that exhibit positive ESG attributes. Under normal circumstances, it will invest at least 80% of its net assets, plus borrowings for investment purposes, in equity securities, including common stocks and depositary receipts, of sustainable companies. The fund is non-diversified.Grade (RS Rating)
Last Trade
$27.17
Average Daily Volume
611
34
Performance
| Period | CBLS | CBSE |
|---|---|---|
| 30 Days | 1.36% | -1.94% |
| 60 Days | 5.28% | 2.11% |
| 90 Days | 11.12% | 9.54% |
| 12 Months | 12.58% | 19.56% |
34 Overlapping Holdings
| Symbol | Grade | Weight in CBLS | Weight in CBSE | Overlap | |
|---|---|---|---|---|---|
| AAPL | F | 2.47% | 3.08% | 2.47% | |
| ASML | C | 2.48% | 3.05% | 2.48% | |
| AVGO | B | 2.41% | 2.96% | 2.41% | |
| BLBD | B | 1.76% | 2.35% | 1.76% | |
| CHK | A | 1.81% | 2.46% | 1.81% | |
| DKNG | C | 2.18% | 2.75% | 2.18% | |
| ECL | C | 2.09% | 2.63% | 2.09% | |
| EG | D | 2.37% | 2.66% | 2.37% | |
| ERJ | A | 1.57% | 1.88% | 1.57% | |
| FCX | A | 3.14% | 2.47% | 2.47% | |
| FTI | A | 1.65% | 2.23% | 1.65% | |
| GTLS | B | 1.67% | 1.94% | 1.67% | |
| HLX | A | 1.35% | 1.81% | 1.35% | |
| HUMA | B | 1.82% | 2.66% | 1.82% | |
| IBN | A | 2.06% | 2.51% | 2.06% | |
| ICFI | C | 2.04% | 2.56% | 2.04% | |
| LRCX | C | 2.46% | 3.03% | 2.46% | |
| MMYT | B | 1.43% | 1.78% | 1.43% | |
| MSFT | D | 2.44% | 2.98% | 2.44% | |
| MU | A | 2.43% | 2.97% | 2.43% | |
| NARI | F | 1.76% | 2.32% | 1.76% | |
| NFE | F | 1.72% | 2.06% | 1.72% | |
| NOC | A | 1.84% | 2.18% | 1.84% | |
| NU | C | 1.7% | 2.25% | 1.7% | |
| PANW | B | 1.99% | 2.48% | 1.99% | |
| RIG | B | 1.72% | 1.75% | 1.72% | |
| RTX | A | 1.85% | 1.93% | 1.85% | |
| SKY | C | 2.14% | 2.75% | 2.14% | |
| SN | A | 2.17% | 2.53% | 2.17% | |
| STRL | B | 2.38% | 2.92% | 2.38% | |
| TCOM | A | 2.0% | 2.88% | 2.0% | |
| TDG | A | 1.87% | 2.44% | 1.87% | |
| TMDX | A | 2.49% | 2.57% | 2.49% | |
| WTTR | A | 1.72% | 1.97% | 1.72% |
CBLS Overweight 41 Positions Relative to CBSE
| Symbol | Grade | Weight | |
|---|---|---|---|
| FANG | A | 2.41% | |
| DXCM | B | 2.19% | |
| BKNG | C | 1.86% | |
| GD | B | 1.8% | |
| AVY | B | -0.77% | |
| ENR | C | -0.81% | |
| TECH | D | -0.84% | |
| CHH | D | -0.9% | |
| BXP | C | -0.92% | |
| HOG | D | -0.95% | |
| LOW | C | -0.96% | |
| BBY | D | -0.97% | |
| DOOO | B | -0.97% | |
| F | B | -0.98% | |
| WSM | B | -0.99% | |
| LULU | D | -1.01% | |
| DECK | C | -1.01% | |
| YETI | F | -1.01% | |
| GM | A | -1.01% | |
| ONON | C | -1.01% | |
| HELE | F | -1.02% | |
| BALL | A | -1.03% | |
| EWBC | B | -1.03% | |
| ZION | B | -1.04% | |
| WAL | C | -1.04% | |
| CMA | A | -1.06% | |
| MTB | A | -1.06% | |
| POOL | C | -1.09% | |
| SEDG | F | -1.09% | |
| ENPH | D | -1.19% | |
| UTHR | B | -1.25% | |
| PAYX | D | -1.25% | |
| MPW | C | -1.34% | |
| FIGS | D | -1.35% | |
| BC | F | -1.41% | |
| TSLA | D | -1.43% | |
| BGFV | F | -1.45% | |
| LAD | D | -1.46% | |
| SOFI | C | -1.62% | |
| IBM | D | -2.28% | |
| INTC | F | -2.28% |
CBLS Underweight 0 Positions Relative to CBSE
| Symbol | Grade | Weight |
|---|
CBLS: Top Represented Industries & Keywords
CBSE: Top Represented Industries & Keywords
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