BSR

Beacon Capital Management$30.03+0.17 (+0.56%)
AUM $38.2MER 1.43%NAV $29.40Holdings 16

Price Chart

Key Statistics

Previous Close

$29.86

Day Range

$29.99$30.03

52-Week Range

$27.73$31.16

Avg Volume

827

Dividend Yield

2.82%

Expense Ratio

1.43%

AUM

$38.2M

Shares Outstanding

1.1M

ETF Grades

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Sector Breakdown

SectorWeight %
Utilities14.26%
Energy14.26%
Consumer Defensive12.77%
Healthcare12.30%
Real Estate12.06%
Industrials12.06%
Basic Materials11.43%
Technology9.16%
Consumer Cyclical1.51%
Communication Services0.12%
Financial Services0.07%
Cash & Others0.00%

Country Allocation

CountryWeight %
United States98.86%
United Kingdom0.25%
Brazil0.22%
Switzerland0.21%
Ireland0.21%
Canada0.12%
Netherlands0.05%
Mexico0.02%
India0.01%
Taiwan0.01%
Israel0.01%
Hong Kong0.00%

Fund Information

Category
Energy
Inception Date
Apr 17, 2023
Exchange
NYSE_ARCA
Description
The primary investment objective of the Beacon Selective Risk ETF is to seek to provide long-term capital appreciation.

Similar ETFs

SymbolNameAUM
IUSBiShares Core Universal USD Bond ETF$41.57B
XLEState Street Energy Select Sector SPDR ETF$40.10B
USHYiShares Broad USD High Yield Corporate Bond ETF$27.15B
PYLDPIMCO Multisector Bond Active Exchange-Traded Fund$13.03B
VDEVanguard Energy ETF$12.70B

The Beacon Selective Risk (BSR) is an exchange-traded fund issued by Beacon Capital Management that launched on Apr 17, 2023. It currently manages $38.2M in assets under management. The fund charges an expense ratio of 1.43%. The fund holds 16 securities in its portfolio. It falls under the Energy category.

Top 10 holdings represent 0.0% of the fund

Holdings data not yet available for this ETF.

Holdings are updated periodically and may not be available for all funds.

Detailed Returns

PeriodReturnETF
1D
+0.56%
1W
-0.51%
1M
+0.16%
3M
+0.21%
6M
-0.14%
YTD
+2.50%
1Y
+7.84%
3Y
+17.22%
5Y
+20.30%

Moving Averages

20-Day MA

$30.08

Below 20-Day MA
50-Day MA

$29.99

Above 50-Day MA
200-Day MA

$29.96

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$31.16

Current Price

$30.03

52-Week Low

$27.73

$27.73$31.16

Current Yield

2.82%

Annual Dividend

$1.3857

Frequency

1x/year

Last Ex-Date

Dec 26, 2025

Dividend History

Ex-DateAmountPay Date
Dec 26, 2025$0.8476Jan 2, 2026
Dec 27, 2024$0.2585Jan 3, 2025
Dec 26, 2023$0.2796Jan 2, 2024

Dividend Payments Over Time

Category Comparison

MetricBSREnergy(153 ETFs)Long-Term Bond(441 ETFs)
Fund Info
Expense Ratio1.43%0.70%0.64%
AUM$38.2M$1.55B$6.30B
Dividend Yield2.82%4.29%2.75%
Avg Volume827678.2K369.9K
Holdings16269222
Performance
1-Month Return+0.07%-2.13%+0.23%
6-Month Return+0.81%+12.98%+5.51%
YTD Return+2.97%+15.33%+6.54%
1-Year Return+7.75%+22.96%+15.90%

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