BSR

Beacon Capital Management$30.00+0.18 (+0.60%)
AUM $38.2MER 1.43%NAV $29.40Holdings 16

Price Chart

Key Statistics

Previous Close

$29.82

Day Range

$30.00$30.00

52-Week Range

$27.47$32.58

Avg Volume

753

Dividend Yield

2.82%

Expense Ratio

1.43%

AUM

$38.2M

Shares Outstanding

1.1M

ETF Grades

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Sector Breakdown

SectorWeight %
Energy16.44%
Utilities15.72%
Consumer Defensive13.92%
Healthcare13.86%
Real Estate12.53%
Industrials12.49%
Basic Materials12.39%
Consumer Cyclical1.71%
Technology0.84%
Communication Services0.08%
Financial Services0.03%

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
XLEState Street Energy Select Sector SPDR ETF$39.93B
IUSBiShares Core Universal USD Bond ETF$36.56B
USHYiShares Broad USD High Yield Corporate Bond ETF$25.79B
FBNDFidelity Total Bond ETF$25.03B
VDEVanguard Energy ETF$13.20B

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
+0.60%
1W
-0.09%
1M
+2.23%
3M
-1.24%
6M
+0.01%
YTD
+1.87%
1Y
+7.67%
3Y
+18.93%
5Y
+19.55%

Moving Averages

20-Day MA

$29.78

Above 20-Day MA
50-Day MA

$30.19

Below 50-Day MA
200-Day MA

$29.76

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$32.58

Current Price

$30.00

52-Week Low

$27.47

$27.47$32.58

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(170 ETFs)Long-Term Bond(441 ETFs)
Fund Info
Expense Ratio1.43%0.68%0.64%
AUM$38.2M$1.68B$5.71B
Dividend Yield2.82%4.21%2.75%
Avg Volume753686.5K304.7K
Holdings16264222
Performance
1-Month Return-0.02%+5.14%
6-Month Return+0.50%+16.41%+3.61%
YTD Return+2.33%+15.57%+4.06%
1-Year Return+8.33%+33.79%+22.67%

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