FORMULAFOLIOS TACTICAL GROWTH ETF
ETF · US66538H5752 (BATS)
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Latest AI Analyses of FORMULAFOLIOS TACTICAL GROWTH ETF
No Price
Asset Allocation
| Asset | Percentage % |
|---|---|
| Stock non-US | 45,28 % |
| Stock US | 37,09 % |
| Other | 8,31 % |
| Cash | 8,19 % |
| Bond | 1,11 % |
| NotClassified | 0,0042 % |
Largest Positions
| Symbol | ISIN | Name | Percentage % |
|---|---|---|---|
| VANGUARD TOTAL .. | 34,11 % | ||
| ISHARES CORE IN.. | 33,97 % | ||
| INVESCO DB GOLD.. | 16,26 % | ||
| VANECK VECTORS .. | 14,81 % | ||
| US DOLLARS | 0,88 % |
Region Distribution
| Region | Percentage % |
|---|---|
| North America | 57,55 % |
| Europe Developed | 12,82 % |
| Asia Emerging | 6,26 % |
| Japan | 6,09 % |
| Asia Developed | 4,45 % |
| United Kingdom | 4,36 % |
| Australasia | 4,30 % |
| Africa/Middle East | 2,51 % |
| Latin America | 1,11 % |
| Europe Emerging | 0,55 % |
Sector Distribution
| Sector | Percentage % |
|---|---|
| Grundstoffe | 22,57 % |
| Technologie | 15,36 % |
| Finanzdienstleistungen | 12,92 % |
| Verbrauchsgüter | 9,71 % |
| Gesundheitswesen | 9,58 % |
| Industrieunternehmen | 9,20 % |
| Telekommunikation | 6,97 % |
| Basiskonsumgüter | 5,68 % |
| Immobilien | 2,97 % |
| Energie | 2,86 % |
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:
