BLGR

Bluemonte$30.07-0.07 (-0.25%)
AUM $233.1MER 0.25%NAV $29.53Holdings

Price Chart

Key Statistics

Previous Close

$30.14

Day Range

$30.06$30.08

52-Week Range

$25.26$30.38

Avg Volume

46.3K

Dividend Yield

0.18%

Expense Ratio

0.25%

AUM

$233.1M

Shares Outstanding

6.7M

ETF Grades

?

Sector Breakdown

SectorWeight %
Technology45.99%
Communication Services15.18%
Consumer Cyclical10.80%
Financial Services8.91%
Healthcare7.86%
Industrials6.37%
Consumer Defensive1.99%
Basic Materials0.83%
Real Estate0.72%
Energy0.68%
Utilities0.65%
Cash & Others0.02%

Country Allocation

CountryWeight %
United States99.19%
Other0.81%

Fund Information

Issuer
Bluemonte
Category
Technology
Inception Date
Jun 22, 2025
Exchange
NYSE_ARCA
Description
BLGR seeks capital growth by investing in unaffiliated ETFs with exposure to large-cap growth companies. The underlying funds may be passively or actively managed, investing in US and/or non-US equities that appear to have above-average growth rates for earnings, sales, or cash flow. The fund employs a top-down approach, utilizing macro analysis. Through a fundamental analysis, the fund then employs bottom-up research to select investments. The sub-adviser identifies and determines the desired allocation mix and return profile, selecting funds believed to represent an asset class, are reasonably priced, and reflect relative performance when compared to similar ETFs. In assessing actively managed ETFs, the fund-of-funds performs additional analysis of the quality and tenure of an underlying funds management. As an actively managed ETF, the fund manager has full discretion to adjust the portfolio at any time.

Similar ETFs

SymbolNameAUM
VTIVanguard Total Stock Market ETF$2.00T
VOOVanguard S&P 500 ETF$1.40T
IVViShares Core S&P 500 ETF$789.70B
SPYState Street SPDR S&P 500 ETF Trust$723.48B
QQQInvesco QQQ Trust, Series 1$426.66B

The Bluemonte Large Cap Growth ETF (BLGR) is an exchange-traded fund issued by Bluemonte that launched on Jun 22, 2025. It currently manages $233.1M in assets under management. The fund charges an expense ratio of 0.25%. 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

PeriodReturnETF
1D
-0.25%
1W
+1.30%
1M
+16.76%
3M
+2.28%
6M
+1.19%
YTD
+2.40%
1Y
+19.05%
3Y
+19.05%
5Y
+19.05%

Moving Averages

20-Day MA

$28.82

Above 20-Day MA
50-Day MA

$28.18

Above 50-Day MA
200-Day MA

$28.23

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$30.38

Current Price

$30.07

52-Week Low

$25.26

$25.26$30.38

Current Yield

0.18%

Annual Dividend

$0.0490

Frequency

4x/year

Last Ex-Date

Dec 30, 2025

Dividend History

Ex-DateAmountPay Date
Dec 30, 2025$0.0017Dec 31, 2025
Sep 29, 2025$0.0473Sep 30, 2025

Dividend Payments Over Time

Category Comparison

MetricBLGRTechnology(1414 ETFs)Active(633 ETFs)
Fund Info
Expense Ratio0.25%0.67%0.80%
AUM$233.1M$6.79B$325.7M
Dividend Yield0.18%2.97%6.78%
Avg Volume46.3K574.9K143.2K
Holdings20083
Performance
1-Month Return+16.37%+12.36%+5.49%
6-Month Return+3.26%+4.39%-1.71%
YTD Return+2.96%+6.06%+1.76%
1-Year Return+34.53%+10.71%

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