AUM$2.2M
Expense Ratio0.50%
NAV$29.52
HoldingsN/A
InceptionMar 27, 2025
Price Chart
Key Statistics
Previous Close
N/ADay Range
N/A52-Week Range
$21.74$30.73
Avg Volume
130Dividend Yield
N/AExpense Ratio
0.50%AUM
$2.2MShares Outstanding
N/ASector Breakdown
| Sector | Weight % |
|---|---|
| Technology | 26.66% |
| Financial Services | 16.40% |
| Consumer Defensive | 9.08% |
| Consumer Cyclical | 9.02% |
| Industrials | 8.52% |
| Healthcare | 8.13% |
| Communication Services | 7.97% |
| Basic Materials | 4.35% |
| Utilities | 4.11% |
| Real Estate | 3.76% |
| Energy | 1.99% |
| Cash & Others | 0.01% |
Country Allocation
| Country | Weight % |
|---|---|
| Other | 100.00% |
Fund Information
- Issuer
- Westwood
- Category
- Technology
- Subcategory
- Mid Cap
- Inception Date
- Mar 27, 2025
- Description
- BFRE utilizes a proprietary rules-based methodology to ensure diversification across sectors and countries while promoting values such as basic civil liberties, freedom, open markets and reduced authoritarian influences. The strategy is based on academic research that has found democratic nations possess certain economic advantages and growth. The fund offers broad exposure to both developed and emerging markets, while reducing direct and indirect exposure to autocratic countries. The selection process screens out companies associated with high political control and economic restrictions. Holdings are weighted based on market-cap and will focus on large- and mid-cap stocks. The minimum market capitalizations will vary by region. The index is rebalanced quarterly, with a maximum weight of 4.5% on individual positions.
Similar ETFs
The Westwood LBRTY Global Equity ETF (BFRE) is an exchange-traded fund issued by Westwood that launched on Mar 27, 2025. It currently manages $2.2M in assets under management. The fund charges an expense ratio of 0.50%. It falls under the Technology category.
Top 10 holdings represent 0.0% of the fund
No holdings data available.
Detailed Returns
| Period | Return | ETF | Cat. Avg | vs Avg |
|---|---|---|---|---|
| 1D | N/A | — | ||
| 1W | N/A | — | ||
| 1M | -0.93% | — | ||
| 3M | +2.61% | — | ||
| 6M | +6.01% | — | ||
| YTD | +2.25% | — | ||
| 1Y | +22.79% | — | ||
| 3Y | +22.79% | — | ||
| 5Y | +22.79% | — |
Moving Averages
20-Day MA
N/A
50-Day MA
N/A
200-Day MA
N/A
Price with Moving Averages
Support & Resistance
52-Week High
$30.73
Current Price
N/A
52-Week Low
$21.74
Current Yield
N/A
Annual Dividend
N/A
Frequency
N/A
Last Ex-Date
N/A
Dividends
No dividend data available for this ETF.
Category Comparison
| Metric | BFRE | Technology(1413 ETFs) | Mid Cap(272 ETFs) |
|---|---|---|---|
| Fund Info | |||
| Expense Ratio | 0.50% | 0.67% | 0.44% |
| AUM | $2.2M | $6.78B | $4.99B |
| Dividend Yield | — | 2.83% | 1.61% |
| Avg Volume | 130 | 1.1M | 920.5K |
| Holdings | — | 202 | 274 |
| Performance | |||
| 1-Month Return | — | -2.11% | -3.85% |
| 6-Month Return | — | +3.76% | +4.43% |
| YTD Return | — | +0.41% | +2.23% |
| 1-Year Return | — | +20.06% | +18.84% |
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