VCLO

Simplify Volt Cloud and Cybersecurity Disruption ETF
AUM$3.5M
Expense Ratio0.95%
NAV$4.49
Holdings31
InceptionDec 28, 2020

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

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Dividend Yield

N/A

Expense Ratio

0.95%

AUM

$3.5M

Shares Outstanding

N/A

Sector Breakdown

SectorWeight %
Technology86.45%
Consumer Cyclical6.98%
Communication Services6.57%

Country Allocation

CountryWeight %
United States97.94%
Other2.06%

Fund Information

Category
Technology
Subcategory
Cybersecurity
Inception Date
Dec 28, 2020
Description
The adviser and sub-adviser seek to achieve the fund's investment objective by investing in U.S. and foreign equity securities and equity securities of companies engaging in activities that are consistent with Fund's investment theme of cloud and cybersecurity disruption. The adviser applies an option overlay strategy to the fund's equity investments. Under normal circumstances, the fund will invest at least 80% of its net assets in domestic and foreign securities of companies that are engaged in the fund’s investment theme of cloud and cybersecurity disruption. It 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 Simplify Volt Cloud and Cybersecurity Disruption ETF (VCLO) is an exchange-traded fund that launched on Dec 28, 2020. It currently manages $3.5M in assets under management. The fund charges an expense ratio of 0.95%. The fund holds 31 securities in its portfolio. It falls under the Technology category.

Top 10 holdings represent 68.5% of the fund

RankSymbolNameWeight %SharesMarket Value
1NETCloudFlare Inc11.69%6,847$430K
2MSFTMicrosoft Corp.11.56%1,475$425K
3CRWDCrowdstrike Holdings Inc10.78%2,989$397K
4SNOWSnowflake Inc10.05%2,560$370K
5AMZNAmazon Corp.5.05%1,784$186K
6GOOGAlphabet Inc4.79%1,678$176K
7PLTRPALANTIR TECHNOLOGIES INC3.93%17,039$145K
8CFLTConfluent Inc3.71%5,467$137K
9FOURSHIFT4 PAYMENTS INC-CLASS A USD NPV3.68%2,167$136K
10ZSZscaler Inc3.30%1,180$121K
11SSentinelOne Inc3.02%6,322$111K
12CRMSALESFORCE COM INC USD 0.0012.90%536$107K
13FSLYFastly Inc2.83%6,348$104K
14NVDANVIDIA Corp.2.74%361$101K
15DBXDropbox Inc2.73%4,579$100K

Detailed Returns

PeriodReturnETFCat. Avgvs Avg
1D
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1W
N/A
1M
N/A
3M
N/A
6M
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YTD
N/A
1Y
N/A
3Y
-1.84%
5Y
-58.31%

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

MetricVCLOTechnology(1413 ETFs)Cybersecurity(15 ETFs)
Fund Info
Expense Ratio0.95%0.67%0.78%
AUM$3.5M$6.78B$807.5M
Dividend Yield2.83%0.62%
Avg VolumeN/A1.1M293.4K
Holdings3120265
Performance
1-Month Return-2.11%-2.35%
6-Month Return+3.76%-10.02%
YTD Return+0.41%-5.20%
1-Year Return+20.06%+3.14%

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