EUCG

Euclid Capital Growth ETF
AUM$8.2M
Expense Ratio0.79%
NAV$20.00
Holdings26
InceptionDec 31, 2020

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

0.79%

AUM

$8.2M

Shares Outstanding

N/A

Sector Breakdown

SectorWeight %
Technology48.98%
Consumer Cyclical12.77%
Financial Services11.36%
Industrials7.77%
Communication Services5.01%
Consumer Defensive3.76%
Healthcare3.59%
Basic Materials3.22%
Energy1.59%
Real Estate1.04%
Utilities0.90%
Cash & Others0.01%

Country Allocation

CountryWeight %
Canada0.00%
Other0.00%
United States0.00%
Uruguay0.00%

Fund Information

Category
Technology
Subcategory
Growth
Inception Date
Dec 31, 2020
Description
The fund is an actively-managed ETF that seeks to achieve its investment objective by utilizing systematic trend-following techniques, market analysis and risk management to direct its exposure to various U.S. and non-U.S. equity sectors, styles, and asset classes in a low-risk environment and to fixed income securities, cash, or cash equivalents for non-equity exposure in a higher-risk environment. The fund is non-diversified.

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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 Euclid Capital Growth ETF (EUCG) is an exchange-traded fund that launched on Dec 31, 2020. It currently manages $8.2M in assets under management. The fund charges an expense ratio of 0.79%. The fund holds 26 securities in its portfolio. It falls under the Technology category.

Top 10 holdings represent 68.3% of the fund

RankSymbolNameWeight %SharesMarket Value
1Cash&OtherCash & Other12.63%1,477,011$0
2SDVYFIRST TR EXCHANGE-TRADED FD VI SMID RISNG ETF8.29%34,733$0
3RDVYFIRST TR EXCHANGE-TRADED FD VI RISNG DIVD ACHIV8.27%20,188$0
4KNGFIRST TR EXCHANGE-TRADED FD IV FT CBOE VEST S&P8.16%18,032$0
5CIBRFIRST TR EXCHANGE TRADED FD II NASDAQ CYB ETF5.58%13,265$0
6FCTRFIRST TR EXCHANGE-TRADED FD LUNT US FACTOR5.18%19,759$0
7SMHVANECK ETF TRUST SEMICONDUCTR ETF5.13%2,336$0
8LGHNORTHERN LTS FD TR III HCM DEFEN 5005.09%14,780$0
9QQHNORTHERN LTS FD TR III HCM DEFND 1005.04%12,942$0
10SKYYFIRST TR EXCHANGE TRADED FD II CLOUD COMPUTING4.88%6,814$0
11FTGCFIRST TR EXCHANGE TRAD FD VII FST TR GLB FD3.14%12,744$0
12DDOGDATADOG INC2.34%1,914$0
13NVDANVIDIA CORPORATION2.15%1,092$0
14ABNBAIRBNB INC2.14%1,688$0
15AAPLAPPLE INC2.12%1,524$0

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
N/A
5Y
-29.74%

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

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52-Week Low

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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

MetricEUCGTechnology(1413 ETFs)Growth(175 ETFs)
Fund Info
Expense Ratio0.79%0.67%0.74%
AUM$8.2M$6.78B$868.1M
Dividend Yield2.83%11.43%
Avg VolumeN/A1.1M253.9K
Holdings2620263
Performance
1-Month Return-3.56%-4.20%
6-Month Return+1.80%-3.42%
YTD Return-1.20%-4.00%
1-Year Return+18.42%+16.56%

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