FORMULAFOLIOS TACTICAL GROWTH ETF
FORMULAFOLIOS TACTICAL GROWTH ETF
ETF · US66538H5752 (BATS)
Overview
No Price
n/a
Asset Allocation
AssetPercentage %
Stock non-US45,28 %
Stock US37,09 %
Other8,31 %
Cash8,19 %
Bond1,11 %
NotClassified0,0042 %
Largest Positions
SymbolISINNamePercentage %
VANGUARD TOTAL .. 34,11 %
ISHARES CORE IN.. 33,97 %
INVESCO DB GOLD.. 16,26 %
VANECK VECTORS .. 14,81 %
US DOLLARS 0,88 %
Region Distribution
RegionPercentage %
North America57,55 %
Europe Developed12,82 %
Asia Emerging6,26 %
Japan6,09 %
Asia Developed4,45 %
United Kingdom4,36 %
Australasia4,30 %
Africa/Middle East2,51 %
Latin America1,11 %
Europe Emerging0,55 %
Sector Distribution
SectorPercentage %
Grundstoffe22,57 %
Technologie15,36 %
Finanzdienstleistungen12,92 %
Verbrauchsgüter9,71 %
Gesundheitswesen9,58 %
Industrieunternehmen9,20 %
Telekommunikation6,97 %
Basiskonsumgüter5,68 %
Immobilien2,97 %
Energie2,86 %
AI Analysis of FORMULAFOLIOS TACTICAL GROWTH ETF
Click any analysis below to get instant AI insights from finAgent
Latest AI Analyses of FORMULAFOLIOS TACTICAL GROWTH ETF
No AI threads available for this company yet.
Fund Master Data
Issuer FormulaFolioFunds
Asset Class ETF
Name FormulaFolios Tactical Growth ETF
Fund Currency USD
Category Tactical Allocation
Morningstar Rating 3
Fund Key Figures
Fund Size 52.109,96 EUR
Investment Strategy
The investment seeks long-term total return. The fund is an actively managed exchange traded fund (ETF) that is a fund of funds. It seeks to achieve its investment objective by investing primarily in foreign and domestic growth-oriented equity securities of any market capitalization, domestic investment grade fixed income securities (bonds) of any maturity or duration, domestic real estate investment trusts (REITs), and commodities (gold) securities through unaffiliated ETFs.

Company Data

Name FORMULAFOLIOS TACTICAL GROWTH ETF
Primary Exchange BATS BATS
ISIN US66538H5752
Asset Class ETF
Currency USD
More Shares
Investors who hold FORMULAFOLIOS TACTICAL GROWTH ETF also have the following shares in their portfolio:
HSBC BANK PLC 5.00% CALL SUBORD NTS 20/03/23
HSBC BANK PLC 5.00% CALL SUBORD NTS 20/03/23 Bond
INVESTEC BANK PLC KICK OT NTS CAP AT RSK 04/01/22
INVESTEC BANK PLC KICK OT NTS CAP AT RSK 04/01/22 Bond
The financial platform MoneyPeak tracks and analyzes investments and portfolios. From securities portfolios to crypto purchases.
Useful, simple, and free. Stocks, ETFs, ETCs, ETNs, indices, funds, bonds, certificates, currencies, options, rights issue.
Imprint Data Protection Blog Community Feedback Changelog
Im App Store herunterladen Bei Google Play herunterladen
All rights reserved © LCP GmbH 2026