DIP

Btd Capital Fund
AUM$1.1M
Expense Ratio0.77%
NAV$29.83
HoldingsN/A
InceptionDec 13, 2022

Price Chart

Key Statistics

Previous Close

N/A

Day Range

N/A

52-Week Range

N/A

Avg Volume

N/A

Dividend Yield

N/A

Expense Ratio

0.77%

AUM

$1.1M

Shares Outstanding

N/A

Sector Breakdown

SectorWeight %
Technology24.29%
Financial Services22.86%
Industrials11.28%
Healthcare7.45%
Consumer Defensive6.94%
Basic Materials6.17%
Communication Services5.58%
Consumer Cyclical5.53%
Energy4.96%
Real Estate4.72%
Utilities0.21%
Cash & Others0.01%

Country Allocation

CountryWeight %
Other0.00%
United States0.00%

Fund Information

Category
Technology
Subcategory
Real Estate
Inception Date
Dec 13, 2022
Description
The fund is an actively managed ETF and seeks to achieve its investment objective by investing primarily in individual U.S. equity securities (generally consisting of common stocks and REITs included in the S&P 500 that have been identified by the Sub-Adviser as oversold in the market. The fund may invest in the securities of companies of any market capitalization, but primarily invests in large capitalization companies (i.e., an issuer whose market capitalization at the time of purchase is $10 billion or above).

Similar ETFs

SymbolNameAUMExpense RatioHoldings
VTIVanguard Total Stock Market ETF$2.10T0.03%3,598
VOOVanguard S&P 500 ETF$1.50T0.03%505
IVViShares Core S&P 500 ETF$733.16B0.03%503
SPYState Street SPDR S&P 500 ETF Trust$677.71B0.09%503
QQQInvesco QQQ Trust, Series 1$392.45B0.18%102

The Btd Capital Fund (DIP) is an exchange-traded fund that launched on Dec 13, 2022. It currently manages $1.1M in assets under management. The fund charges an expense ratio of 0.77%. It falls under the Technology category.

Top 10 holdings represent 0.0% of the fund

No holdings data available.

Detailed Returns

PeriodReturnETFCat. Avgvs Avg
1D
N/A
1W
N/A
1M
N/A
3M
N/A
6M
N/A
YTD
N/A
1Y
N/A
3Y
+24.77%
5Y
+18.32%

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

N/A

Current Price

N/A

52-Week Low

N/A

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

MetricDIPTechnology(1413 ETFs)Real Estate(189 ETFs)
Fund Info
Expense Ratio0.77%0.67%0.65%
AUM$1.1M$6.78B$1.05B
Dividend Yield2.83%3.11%
Avg VolumeN/A1.1M944.0K
Holdings20269
Performance
1-Month Return-3.56%-3.04%
6-Month Return+1.80%+3.52%
YTD Return-1.20%+3.06%
1-Year Return+18.42%+13.06%

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