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The Brinsmere Fund - Conservative ETF (TBFC)

Tactical Allocation · The Brinsmere Funds · NYSE

Tactical AllocationETF
The Brinsmere Fund - Conservative ETF (TBFC) is an exchange-traded fund in the Tactical Allocation category. It has $362.08M in assets, an expense ratio of 0.44% and a 2.99% dividend yield. The fund is an actively managed fund of funds, which seeks to achieve its investment objective by investing in a globally diversified portfolio of equity and bond markets. It systematically adjusts its holdings using two proprietary strategies developed by the fund’s investment adviser, The Milwaukee Company, that are run independently. Those strategies are the SMB and the CAAR. SMB and CAAR systematically rebalance the underlying funds in which the fund may invest based on a set of proprietary…
Assets under management$362.08M
Expense ratio0.44%
CategoryTactical Allocation
Dividend yield2.99%
NAV$29.07
Fund familyThe Brinsmere Funds
ExchangeNYSE

Top holdings

The largest positions The Brinsmere Fund - Conservative ETF reports, by weight.

HoldingNameWeight
VGIT Vanguard Intmdt-Term Trs ETF 14.52%
VCIT Vanguard Interm-Term Corp Bd ETF 9.92%
HYLB Xtrackers USD High Yield Corp Bd ETF 9.30%
SHV iShares 0–1 Year Treasury Bond ETF 7.70%
SPYM State Street® SPDR® Port S&P 500® ETF 7.25%
MBB iShares MBS ETF 5.88%
SPMO Invesco S&P 500® Momentum ETF 4.92%
VUG Vanguard Growth ETF 4.20%
MGK Vanguard Mega Cap Growth ETF 4.17%
PRF Invesco RAFI US 1000 ETF 3.53%

Other Tactical Allocation ETFs

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