BSR

Beacon Capital Management$30.37+0.22 (+0.73%)
AUM $38.2MER 1.43%NAV $29.40Holdings 16

Price Chart

Key Statistics

Previous Close

$30.15

Day Range

$30.17$30.37

52-Week Range

$27.77$31.16

Avg Volume

1.5K

Dividend Yield

2.82%

Expense Ratio

1.43%

AUM

$38.2M

Shares Outstanding

1.1M

ETF Grades

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Sector Breakdown

SectorWeight %
Utilities14.26%
Energy14.26%
Consumer Defensive12.77%
Healthcare12.30%
Real Estate12.06%
Industrials12.06%
Basic Materials11.43%
Technology9.16%
Consumer Cyclical1.51%
Communication Services0.12%
Financial Services0.07%
Cash & Others0.00%

Country Allocation

CountryWeight %
United States98.86%
United Kingdom0.25%
Brazil0.22%
Switzerland0.21%
Ireland0.21%
Canada0.12%
Netherlands0.05%
Mexico0.02%
India0.01%
Taiwan0.01%
Israel0.01%
Hong Kong0.00%

Fund Information

Category
Energy
Inception Date
Apr 17, 2023
Exchange
NYSE_ARCA
Description
The primary investment objective of the Beacon Selective Risk ETF is to seek to provide long-term capital appreciation.

Similar ETFs

SymbolNameAUM
IUSBiShares Core Universal USD Bond ETF$41.94B
XLEState Street Energy Select Sector SPDR ETF$38.72B
USHYiShares Broad USD High Yield Corporate Bond ETF$27.63B
PYLDPIMCO Multisector Bond Active Exchange-Traded Fund$13.69B
JCPBJPMorgan Core Plus Bond ETF$12.91B

The Beacon Selective Risk (BSR) is an exchange-traded fund issued by Beacon Capital Management that launched on Apr 17, 2023. It currently manages $38.2M in assets under management. The fund charges an expense ratio of 1.43%. The fund holds 16 securities in its portfolio. It falls under the Energy 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
+0.73%
1W
+1.35%
1M
+1.59%
3M
+0.71%
6M
+0.74%
YTD
+3.01%
1Y
+8.60%
3Y
+16.70%
5Y
+20.90%

Moving Averages

20-Day MA

$30.08

Above 20-Day MA
50-Day MA

$30.00

Above 50-Day MA
200-Day MA

$29.97

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$31.16

Current Price

$30.37

52-Week Low

$27.77

$27.77$31.16

Current Yield

2.82%

Annual Dividend

$1.3857

Frequency

1x/year

Last Ex-Date

Dec 26, 2025

Dividend History

Ex-DateAmountPay Date
Dec 26, 2025$0.8476Jan 2, 2026
Dec 27, 2024$0.2585Jan 3, 2025
Dec 26, 2023$0.2796Jan 2, 2024

Dividend Payments Over Time

Category Comparison

MetricBSREnergy(154 ETFs)Long-Term Bond(441 ETFs)
Fund Info
Expense Ratio1.43%0.69%0.64%
AUM$38.2M$1.60B$6.30B
Dividend Yield2.82%4.38%2.75%
Avg Volume1.5K673.9K373.1K
Holdings16270222
Performance
1-Month Return+0.66%-1.47%+0.33%
6-Month Return+0.44%+12.89%+5.47%
YTD Return+3.48%+15.93%+7.13%
1-Year Return+8.51%+21.99%+16.64%

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