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      OVL vs. BAMO ETF Comparison

      Comparison of Overlay Shares Large Cap Equity ETF (OVL) to Brookstone Opportunities ETF (BAMO)
      OVL

      Overlay Shares Large Cap Equity ETF

      OVL Description

      The investment seeks total return. The fund is an actively-managed exchange-traded fund (ETF) that seeks to achieve its objective by (i) investing in one or more other ETFs that seek to obtain exposure to the performance of U.S. large cap equity securities or directly in the securities held by such ETFs and (ii) selling and purchasing listed short-term put options to generate income to the fund.

      Grade (RS Rating)

      Last Trade

      $39.70

      Average Daily Volume

      62,750

      Number of Holdings *

      1

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

      Brookstone Opportunities ETF

      BAMO Description The fund is an actively managed fund of funds that invests in unaffiliated exchange traded funds ("ETFs") purchased in the secondary market that invest in foreign and domestic stocks of any market capitalization (including emerging markets), bonds (including junk bonds) and cash and cash equivalents, including leveraged ETFs, based on the adviser"s relative outlook for those asset classes.

      Grade (RS Rating)

      Last Trade

      $27.58

      Average Daily Volume

      6,651

      Number of Holdings *

      5

      * may have additional holdings in another (foreign) market
      Performance
      Period OVL BAMO
      30 Days -5.68% -2.73%
      60 Days -3.60% -1.95%
      90 Days 2.33% 0.69%
      12 Months 23.79%
      1 Overlapping Holdings
      Symbol Grade Weight in OVL Weight in BAMO Overlap
      VOO C 99.99% 20.97% 20.97%
      OVL Overweight 0 Positions Relative to BAMO
      Symbol Grade Weight
      OVL Underweight 4 Positions Relative to BAMO
      Symbol Grade Weight
      QQQM C -21.53%
      DIA C -20.29%
      BIL A -17.44%
      SGOV A -17.43%

      OVL: Top Represented Industries & Keywords

      Industries:
      Keywords: Active Management ETF Exchange Traded Fund S&P 500 Index Stock Market Index

      BAMO: Top Represented Industries & Keywords

      Industries:
      Keywords: Exchange Traded Fund ETF Active Management CBOE DJIA Buywrite Index Cash And Cash Equivalents Dogs Of The Dow Dow Jones Industrial Average Dow Jones Industrial Average Index Index Fund Nasdaq 100 Index Public–Private Investment Program For Legacy Assets S&P 500 Index Stock Market Index Swaps U.S. Treasury Us Treasury
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