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Not Investment Advice

MSMR

McElhenny Sheffield Managed Risk ETF
1W: +0.4% 1M: +5.5% 3M: +3.6% YTD: +7.3% 1Y: +23.5% 3Y: +75.0%
$36.87
-0.04 (-0.12%)
 
Weekly Expected Move ±1.4%
$36 $36 $37 $37 $38
ETF CBOE · AUM $166.7M
Key Statistics
AUM$167M
Holdings6
Top 10 Wt100.0%
Volume10,771
Avg Volume11,595
Beta0.77
Portfolio Fundamentals
P/E
P/B
Div Yield—%
ROE—%
% Profitable—%
Inception2021-11-17
Sector Allocation
Financial Services 99.6%
Other 0.4%
Top 10 Holdings
# Name Ticker Weight % Market Value Shares
1 INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF QQQM 39.78% $13.2M 100,356
2 SELECT SECTOR SPDR TR COMMUNICATION XLC 20.29% $6.7M 113,227
3 SELECT SECTOR SPDR TR SBI CONS DISCR XLY 14.85% $4.9M 33,410
4 SELECT SECTOR SPDR TR TECHNOLOGY XLK 14.71% $4.9M 32,724
5 ISHARES TR CORE S&P TTL STK ITOT 9.98% $3.3M 36,283
6 Cash & Other Cash&Other 0.40% $130,670 130,669

Recent Holding Changes

No recent changes

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