EAGL vs. CBLS ETF Comparison
Comparison of Eagle Capital Select Equity ETF (EAGL) to Changebridge Capital Long/Short Equity ETF (CBLS)
EAGL
Eagle Capital Select Equity ETF
EAGL Description
EAGL seeks to outperform the US equity markets through a narrow exposure to global value stocks. The actively managed fund generally holds 15-35 stocks assessed based on the advisers estimate of their long-term intrinsic values. The belief is that there is an opportunity to capture excess returns through a longer-term perspective. Thus, several investments of the fund are expected to be made with a five to seven-year holding period. The portfolio is constructed using a fundamental analysis that considers business changes, growth prospects, margins, industry factors, and valuation scenarios over the next 5 to 10 years, which seeks to identify a margin of safety based on valuation discount, resilience, growth opportunities, and strong management. The fund primarily focuses on US stocks and large-cap companies. However, the fund may invest in companies of any size and geographic location, including emerging markets. EAGL launched by converting an SMA with $1.8 billion in assets.
Grade (RS Rating)
Last Trade
$27.37
Average Daily Volume
58,097
9
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
$25.09
Average Daily Volume
3,450
62
Performance
| Period | EAGL | CBLS |
|---|---|---|
| 30 Days | 0.34% | -1.50% |
| 60 Days | 2.17% | -4.00% |
| 90 Days | 2.79% | -2.39% |
| 12 Months | 28.60% |
EAGL Underweight 58 Positions Relative to CBLS
| Symbol | Grade | Weight | |
|---|---|---|---|
| LNG | D | -2.95% | |
| SKY | B | -2.79% | |
| SCI | B | -2.78% | |
| STRL | B | -2.77% | |
| CHK | D | -2.56% | |
| ERJ | C | -2.54% | |
| IBN | A | -2.49% | |
| NEE | B | -2.49% | |
| RTX | C | -2.46% | |
| TDG | B | -2.46% | |
| NEM | B | -2.45% | |
| ETR | A | -2.45% | |
| SO | B | -2.43% | |
| D | C | -2.42% | |
| ROL | C | -2.41% | |
| DELL | D | -2.39% | |
| MGNI | D | -2.23% | |
| NU | B | -2.22% | |
| ECL | B | -2.22% | |
| GD | B | -2.18% | |
| WTTR | C | -2.18% | |
| ASML | D | -2.17% | |
| NVDA | D | -2.15% | |
| MMYT | B | -2.15% | |
| AVGO | C | -2.09% | |
| TMDX | C | -2.07% | |
| ICFI | C | -1.98% | |
| OSW | C | -1.97% | |
| BOWL | D | -1.93% | |
| KLAC | D | -1.93% | |
| HUMA | D | -1.86% | |
| AMD | F | -1.59% | |
| BLBD | C | -1.41% | |
| SGBX | F | --0.67% | |
| TTC | D | --0.92% | |
| BGFV | F | --0.95% | |
| TASK | F | --0.97% | |
| ENR | F | --1.01% | |
| ROK | D | --1.04% | |
| CHH | C | --1.06% | |
| SOFI | C | --1.06% | |
| KMT | B | --1.08% | |
| CTVA | B | --1.09% | |
| BC | C | --1.1% | |
| MIDD | C | --1.1% | |
| DECK | C | --1.1% | |
| LAD | C | --1.12% | |
| AFRM | C | --1.16% | |
| PAYX | C | --1.16% | |
| FIVN | F | --1.17% | |
| IBM | B | --1.23% | |
| DFS | C | --1.25% | |
| HOG | C | --1.28% | |
| DOOO | F | --1.37% | |
| R | B | --1.49% | |
| VSAT | F | --1.57% | |
| DE | B | --1.66% | |
| GIII | C | --1.7% |
EAGL: Top Represented Industries & Keywords
CBLS: Top Represented Industries & Keywords
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