Bridges Capital Tactical ETFBridges Capital Tactical ETFBridges Capital Tactical ETF

Bridges Capital Tactical ETF

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Key stats

Assets under management (AUM)
‪24.39 M‬USD
Fund flows (1Y)
‪5.17 M‬USD
Dividend yield (indicated)
0.76%
Discount/Premium to NAV
−0.1%

About Bridges Capital Tactical ETF

Issuer
Empirical Finance LLC
Brand
Bridges
Expense ratio
0.85%
Home page
www.bridgesetf.com.
Inception date
May 10, 2023
Index tracked
No Underlying Index
Management style
Active
BDGS is an actively managed fund-of-funds that toggles between a risk-on and a risk-averse investment posture. Portfolio allocation and rebalancing are based on a proprietary analysis of macroeconomic events, current market breadth participation, and <1-month vs >3-month volatility. During periods of risk-on, the portfolio typically rebalances six times per year and holds approximately 75% passively managed US ETFs and 20% individual large-cap stocks. During periods of risk-averse, the portfolio is typically rebalanced twice a month and holds approximately 80% cash or cash equivalents and 20% individual large-cap stocks. The fund particularly selects ETFs that track US small, mid, and large capitalization equity indices and individual large-caps that are the top 10 holdings in the Nasdaq 100 and the S&P 500. The rebalancing frequency could change based on the sub-advisers proprietary analysis. Investors should be mindful of the all-in cost due to the fund-of-funds structure.

Classification

Asset Class
Equity
Category
Size and style
Focus
Total market
Niche
Broad-based
Strategy
Active
Weighting scheme
Proprietary
Selection criteria
Proprietary
What's in the fund
Exposure type
StocksBonds, Cash & Other
Government
ETF
Stock breakdown by region
100%
Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy