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FPAG

FPA Global Equity ETF
1W: -1.3% 1M: -2.4% 3M: -2.6% YTD: +3.0% 1Y: +21.6% 3Y: +76.5%
$38.59
-0.34 (-0.87%)
 
Weekly Expected Move ±2.5%
$37 $38 $39 $40 $41
ETF CBOE · AUM $347.3M
Key Statistics
AUM$347M
Holdings45
Top 10 Wt43.0%
Volume92,201
Avg Volume123,075
Beta1.04
Portfolio Fundamentals
P/E22.3
P/B1.1
Div Yield1.88%
ROE5.8%
% Profitable70%
Inception2021-12-17
Sector Allocation
Communication Services 16.5%
Basic Materials 12.4%
Financial Services 9.6%
Industrials 9.3%
Technology 9.0%
Other 7.5%
+5 more
Top 10 Holdings
# Name Ticker Weight % Market Value Shares
1 META PLATFORMS-A META 5.89% $5.6M 11,710
2 HOLCIM LTD HOLN.SW 5.87% $5.6M 66,240
3 COMCAST CORP-A CMCSA 5.09% $4.9M 120,306
4 CITIGROUP INC 000000.SZ 4.81% $4.6M 75,584
5 TE CONNECTIVITY TEL 4.76% $4.6M 31,740
6 INTL FLVR & FRAG IFF 3.90% $3.7M 44,052
7 WELLS FARGO & CO WFC 3.78% $3.6M 59,350
8 HEINEKEN HLDG HEIO.AS 3.03% $2.9M 35,912
9 AON PLC-CLASS A AON 2.97% $2.8M 9,156
10 SAFRAN SA SAF.PA 2.90% $2.8M 12,711

Recent Holding Changes

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms