TBFC vs. PSTR ETF Comparison
Comparison of The Brinsmere Fund Conservative ETF (TBFC) to PeakShares Sector Rotation ETF (PSTR)
TBFC
The Brinsmere Fund Conservative ETF
TBFC Description
TBFC is designed to deliver multi-asset exposure while seeking long-term capital appreciation with capital preservation. It holds funds that represent the broad equity and bond markets as selected based on a set of risk-management techniques of two independent proprietary strategies. The Systematic Market Beta Strategy (SMB) and the Classic Asset Allocation Revisited Strategy (CAAR) are rules-based, tactical asset allocation investment strategies used to systematically rebalance the funds holdings. The former aims to reduce risk and enhance performance based on market risk assessments, while the latter seeks tactical adaptation to changing market conditions using mean-variance optimization. The fund employs a conservative model of CAAR with a 20% equity floor target and a 40% equity cap. Both strategies are re-evaluated and rebalanced monthly. TBGC launched alongside its sister fund, TBFG, which seeks a growth-focused portfolio.
Grade (RS Rating)
Last Trade
$26.94
Average Daily Volume
1,056
9
PSTR
PeakShares Sector Rotation ETF
PSTR Description
The fund will normally invest at least 80% of its net assets, including any borrowings for investment purposes, in a diversified portfolio of equity securities that include common stocks of U.S. companies and equity ETFs providing exposure to such companies, or derivatives that have economic characteristics similar to such securities.Grade (RS Rating)
Last Trade
$28.48
Average Daily Volume
4,686
41
Performance
| Period | TBFC | PSTR |
|---|---|---|
| 30 Days | 0.13% | 3.07% |
| 60 Days | -0.13% | 4.72% |
| 90 Days | 2.26% | 5.77% |
| 12 Months |
1 Overlapping Holdings
| Symbol | Grade | Weight in TBFC | Weight in PSTR | Overlap | |
|---|---|---|---|---|---|
| XLRE | C | 1.43% | 2.2% | 1.43% |
TBFC Underweight 40 Positions Relative to PSTR
| Symbol | Grade | Weight | |
|---|---|---|---|
| XLC | A | -8.42% | |
| UNH | C | -0.89% | |
| INTC | D | -0.79% | |
| UPS | C | -0.7% | |
| C | A | -0.68% | |
| BAC | A | -0.65% | |
| AAPL | C | -0.62% | |
| CRM | B | -0.58% | |
| DAL | C | -0.58% | |
| GEN | B | -0.56% | |
| USB | A | -0.54% | |
| MSFT | F | -0.54% | |
| OXY | D | -0.51% | |
| SLB | C | -0.51% | |
| BABA | D | -0.5% | |
| CB | C | -0.5% | |
| GM | B | -0.49% | |
| GOOG | C | -0.47% | |
| ADBE | C | -0.45% | |
| MCD | D | -0.45% | |
| UAL | A | -0.42% | |
| ULTA | F | -0.41% | |
| KHC | F | -0.38% | |
| CVX | A | -0.35% | |
| STZ | D | -0.33% | |
| PFE | D | -0.3% | |
| ONON | A | -0.3% | |
| T | A | -0.29% | |
| EA | A | -0.27% | |
| ABT | B | -0.25% | |
| MRK | F | -0.25% | |
| VZ | C | -0.24% | |
| RTX | C | -0.24% | |
| ABBV | D | -0.23% | |
| ZTS | D | -0.23% | |
| KO | D | -0.22% | |
| LMT | D | -0.19% | |
| TGT | F | -0.17% | |
| BIIB | F | -0.17% | |
| NVDA | C | -0.12% |
TBFC: Top Represented Industries & Keywords
PSTR: Top Represented Industries & Keywords
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