OPPX

Corbett Road Tactical Opportunity ETFNew
AUM$22.0M
Expense Ratio0.78%
NAV$22.33
Holdings5
InceptionFeb 26, 2021

Price Chart

Key Statistics

Previous Close

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Day Range

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52-Week Range

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Avg Volume

N/A

Dividend Yield

N/A

Expense Ratio

0.78%

AUM

$22.0M

Shares Outstanding

N/A

Sector Breakdown

SectorWeight %
Technology29.14%
Industrials12.58%
Healthcare11.49%
Financial Services9.64%
Consumer Cyclical9.48%
Communication Services7.98%
Consumer Defensive7.39%
Basic Materials4.17%
Energy3.95%
Real Estate2.48%
Utilities1.70%

Country Allocation

CountryWeight %
Other0.00%
United Kingdom0.00%
United States0.00%

Fund Information

Category
Technology
Subcategory
Treasury
Inception Date
Feb 26, 2021
Description
The fund is an actively-managed ETF that, under normal market conditions, seeks to achieve its investment objective by investing in equity securities of companies listed on a U.S. securities exchange, including common stocks and American Depositary Receipts ("ADRs"), and equity ETFs that invest in such securities. The fixed income ETFs held by it will primarily invest in Treasury bonds, bills, and notes, and cash or cash equivalents. The fund is non-diversified.

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SPYState Street SPDR S&P 500 ETF Trust$677.71B0.09%503
QQQInvesco QQQ Trust, Series 1$392.45B0.18%102

The Corbett Road Tactical Opportunity ETFNew (OPPX) is an exchange-traded fund that launched on Feb 26, 2021. It currently manages $22.0M in assets under management. The fund charges an expense ratio of 0.78%. The fund holds 5 securities in its portfolio. It falls under the Technology category.

Top 10 holdings represent 8.5% of the fund

RankSymbolNameWeight %SharesMarket Value
1FWONKLIBERTY MEDIA CORP-LIBERTY-C2.02%6,260$0
2N/ACASH & OTHER1.95%361,430$0
3LINLINDE PLC1.92%1,233$0
4KEYSKEYSIGHT TECHNOLOGIES IN1.83%2,176$0
5PANWPALO ALTO NETWORKS INC0.80%257$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
+4.21%
5Y
-9.22%

Moving Averages

20-Day MA

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50-Day MA

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200-Day MA

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Price with Moving Averages

Support & Resistance

52-Week High

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Current Price

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52-Week Low

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Current Yield

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Annual Dividend

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Frequency

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Last Ex-Date

N/A

Dividends

No dividend data available for this ETF.

Category Comparison

MetricOPPXTechnology(1413 ETFs)Treasury(196 ETFs)
Fund Info
Expense Ratio0.78%0.67%0.40%
AUM$22.0M$6.78B$2.50B
Dividend Yield2.83%4.27%
Avg VolumeN/A1.1M1.1M
Holdings520287
Performance
1-Month Return-2.11%-0.09%
6-Month Return+3.76%-0.30%
YTD Return+0.41%+0.48%
1-Year Return+20.06%+0.48%

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