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
$30.98
Average Daily Volume
2,816
36
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
$25.21
Average Daily Volume
2,080
61
Performance
| Period | CBSE | CBLS |
|---|---|---|
| 30 Days | -0.74% | -0.79% |
| 60 Days | 2.29% | -0.06% |
| 90 Days | 6.73% | 2.25% |
| 12 Months | 45.19% | 33.75% |
27 Overlapping Holdings
| Symbol | Grade | Weight in CBSE | Weight in CBLS | Overlap | |
|---|---|---|---|---|---|
| AMD | F | 3.32% | 2.42% | 2.42% | |
| AMZN | A | 2.28% | 2.62% | 2.28% | |
| ASML | F | 0.72% | 1.62% | 0.72% | |
| BA | F | 2.53% | 2.2% | 2.2% | |
| BWXT | B | 2.97% | 2.7% | 2.7% | |
| D | B | 2.3% | 2.48% | 2.3% | |
| DELL | A | 2.77% | 3.08% | 2.77% | |
| ERJ | C | 3.32% | 2.45% | 2.45% | |
| ETR | A | 2.49% | 2.67% | 2.49% | |
| GTLS | B | 2.19% | 2.52% | 2.19% | |
| HUMA | D | 2.52% | 2.17% | 2.17% | |
| IBN | A | 3.18% | 2.59% | 2.59% | |
| ICFI | B | 3.19% | 2.58% | 2.58% | |
| LNG | A | 3.14% | 2.99% | 2.99% | |
| NEE | D | 2.21% | 2.42% | 2.21% | |
| NEM | D | 2.14% | 2.28% | 2.14% | |
| OSW | A | 3.28% | 2.75% | 2.75% | |
| PDD | C | 2.68% | 1.67% | 1.67% | |
| RDDT | A | 2.5% | 1.99% | 1.99% | |
| ROL | D | 2.96% | 2.24% | 2.24% | |
| SCI | A | 3.27% | 2.61% | 2.61% | |
| SKY | C | 3.08% | 2.93% | 2.93% | |
| SO | C | 2.28% | 2.45% | 2.28% | |
| STRL | B | 1.95% | 1.76% | 1.76% | |
| TDG | C | 3.0% | 1.45% | 1.45% | |
| TMDX | F | 2.03% | 2.07% | 2.03% | |
| WTTR | D | 1.92% | 2.53% | 1.92% |
CBSE Underweight 34 Positions Relative to CBLS
| Symbol | Grade | Weight | |
|---|---|---|---|
| WMT | A | -2.8% | |
| COST | D | -2.64% | |
| ORCL | B | -2.5% | |
| AER | C | -2.35% | |
| ECL | C | -2.23% | |
| RTX | C | -2.06% | |
| GD | C | -1.99% | |
| NVDA | B | -1.97% | |
| HELE | C | --0.71% | |
| R | A | --0.72% | |
| NVAX | F | --0.79% | |
| TTC | F | --0.8% | |
| GIII | C | --0.85% | |
| SIG | C | --0.87% | |
| AME | A | --0.9% | |
| ROK | B | --0.96% | |
| KMT | B | --0.97% | |
| F | D | --0.98% | |
| ENR | B | --1.0% | |
| DOOO | F | --1.02% | |
| HOG | F | --1.04% | |
| IBM | C | --1.04% | |
| BC | C | --1.04% | |
| MIDD | F | --1.04% | |
| RBLX | A | --1.06% | |
| CTVA | A | --1.06% | |
| TASK | B | --1.13% | |
| VRNT | F | --1.22% | |
| AMAT | F | --1.27% | |
| DE | B | --1.31% | |
| CHH | A | --1.36% | |
| NOW | A | --1.45% | |
| TSLA | A | --1.48% | |
| NVO | F | --1.66% |
CBSE: Top Represented Industries & Keywords
CBLS: Top Represented Industries & Keywords
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