CBSE vs. CBLS ETF Comparison
Comparison of Changebridge Capital Sustainable Equity ETF (CBSE) to Changebridge Capital Long/Short Equity ETF (CBLS)
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
$30.31
Average Daily Volume
2,939
37
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
$25.59
Average Daily Volume
24,942
81
Performance
| Period | CBSE | CBLS |
|---|---|---|
| 30 Days | 0.77% | 1.07% |
| 60 Days | 11.26% | 10.85% |
| 90 Days | 10.38% | 11.24% |
| 12 Months | 29.72% | 31.46% |
36 Overlapping Holdings
| Symbol | Grade | Weight in CBSE | Weight in CBLS | Overlap | |
|---|---|---|---|---|---|
| AAPL | A | 2.41% | 2.21% | 2.21% | |
| AEHR | F | 1.63% | 1.63% | 1.63% | |
| ARCO | F | 2.13% | 1.66% | 1.66% | |
| ASML | B | 2.89% | 2.18% | 2.18% | |
| AVGO | B | 2.62% | 1.85% | 1.85% | |
| CHK | D | 2.36% | 1.95% | 1.95% | |
| CRSP | D | 2.46% | 2.42% | 2.42% | |
| DELL | B | 3.34% | 2.47% | 2.47% | |
| ERJ | D | 2.28% | 1.8% | 1.8% | |
| GTLS | F | 1.77% | 1.81% | 1.77% | |
| HLX | A | 2.36% | 1.96% | 1.96% | |
| IBN | A | 2.7% | 2.2% | 2.2% | |
| ICFI | D | 2.24% | 1.6% | 1.6% | |
| KLAC | B | 1.93% | 1.43% | 1.43% | |
| LLY | A | 2.7% | 2.69% | 2.69% | |
| LNG | B | 3.08% | 2.55% | 2.55% | |
| LRCX | B | 3.15% | 2.33% | 2.33% | |
| MELI | C | 1.82% | 1.23% | 1.23% | |
| MGNI | B | 2.24% | 1.65% | 1.65% | |
| MMYT | B | 2.96% | 2.41% | 2.41% | |
| MSFT | A | 2.66% | 2.26% | 2.26% | |
| MU | B | 2.89% | 2.43% | 2.43% | |
| NARI | C | 2.48% | 1.99% | 1.99% | |
| NU | B | 2.55% | 1.98% | 1.98% | |
| NVDA | B | 3.09% | 2.3% | 2.3% | |
| ONON | B | 1.94% | 1.67% | 1.67% | |
| OSW | B | 2.04% | 2.02% | 2.02% | |
| RDDT | B | 2.24% | 1.87% | 1.87% | |
| RIG | F | 2.17% | 1.8% | 1.8% | |
| SBUX | F | 2.63% | 2.08% | 2.08% | |
| SKY | F | 2.49% | 1.94% | 1.94% | |
| SN | B | 2.75% | 2.16% | 2.16% | |
| STRL | C | 3.06% | 2.26% | 2.26% | |
| TDG | C | 2.32% | 1.88% | 1.88% | |
| TSM | B | 3.19% | 2.55% | 2.55% | |
| WTTR | B | 2.16% | 1.99% | 1.99% |
CBSE Overweight 1 Positions Relative to CBLS
| Symbol | Grade | Weight | |
|---|---|---|---|
| PL | F | 1.18% |
CBSE Underweight 45 Positions Relative to CBLS
| Symbol | Grade | Weight | |
|---|---|---|---|
| ECL | B | -1.73% | |
| RTX | D | -1.67% | |
| GD | C | -1.61% | |
| BKNG | B | -1.33% | |
| NOW | B | --0.48% | |
| SIG | F | --0.71% | |
| CWAN | D | --0.71% | |
| HAYW | F | --0.74% | |
| FIGS | C | --0.76% | |
| SITE | F | --0.76% | |
| LAD | D | --0.8% | |
| BC | F | --0.81% | |
| CTVA | C | --0.82% | |
| HELE | F | --0.83% | |
| MIDD | F | --0.86% | |
| PAYX | D | --0.86% | |
| ROK | D | --0.86% | |
| CHH | B | --0.87% | |
| BX | B | --0.87% | |
| ENR | C | --0.88% | |
| BXP | B | --0.88% | |
| KEY | C | --0.9% | |
| APO | A | --0.91% | |
| SEDG | F | --0.91% | |
| ARE | C | --0.91% | |
| BGFV | F | --0.94% | |
| IBM | B | --0.95% | |
| FAST | D | --0.95% | |
| OZK | D | --0.95% | |
| CMA | C | --0.98% | |
| PLUG | F | --0.99% | |
| MPW | F | --0.99% | |
| KMT | F | --1.0% | |
| PH | D | --1.0% | |
| IR | C | --1.01% | |
| ZION | C | --1.01% | |
| MTB | B | --1.04% | |
| DASH | D | --1.17% | |
| GPS | B | --1.22% | |
| INTC | F | --1.34% | |
| F | C | --1.41% | |
| HOG | F | --1.43% | |
| DECK | B | --1.44% | |
| TSLA | B | --1.48% | |
| CVNA | B | --1.51% |
CBSE: Top Represented Industries & Keywords
CBLS: Top Represented Industries & Keywords
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