Price Chart
Key Statistics
Previous Close
—Day Range
N/A52-Week Range
Avg Volume
148Dividend Yield
—Expense Ratio
0.50%AUM
$2.2MShares Outstanding
—ETF Grades
?ETF Grades compare this fund against others in the same category using percentile rankings across six factors. Grades range from A+ (top 5%) to F (bottom 20%). Updated daily.Sector 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
- 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
Holdings data not yet available for this ETF.
Holdings are updated periodically and may not be available for all funds.
Detailed Returns
| Period | Return | ETF |
|---|---|---|
| 1D | — | |
| 1W | — | |
| 1M | — | |
| 3M | — | |
| 6M | — | |
| YTD | +2.25% | |
| 1Y | +4.54% | |
| 3Y | +22.79% | |
| 5Y | +22.79% |
Moving Averages
—
—
—
Price with Moving Averages
Support & Resistance
52-Week High
$30.73
Current Price
—
52-Week Low
$28.38
Current Yield
—
Annual Dividend
—
Frequency
—
Last Ex-Date
—
Dividends
No dividend data available for this ETF.
Category Comparison
| Metric | BFRE | Technology(1582 ETFs) | Mid Cap(315 ETFs) |
|---|---|---|---|
| Fund Info | |||
| Expense Ratio | 0.50% | 0.63% | 0.48% |
| AUM | $2.2M | $6.38B | $4.93B |
| Dividend Yield | — | 2.97% | 1.66% |
| Avg Volume | 148 | 496.8K | 339.6K |
| Holdings | — | 193 | 239 |
| Performance | |||
| 1-Month Return | — | -2.31% | -1.00% |
| 6-Month Return | — | +3.15% | +2.72% |
| YTD Return | — | +12.28% | +10.19% |
| 1-Year Return | — | +9.49% | +6.34% |
Compare with Another ETF
Search for an ETF to compare with BFRE:
The Beginner's Guide to ETFs
20 pages. Zero fluff. Everything you need to start investing in ETFs.
No spam. Unsubscribe anytime.