CGRO

CoreValues Alpha$21.53-0.18 (-0.83%)
AUM $11.4MER 0.75%NAV $30.02Holdings

Price Chart

Key Statistics

Previous Close

$21.71

Day Range

$21.53$21.53

52-Week Range

$21.71$32.22

Avg Volume

1.7K

Dividend Yield

2.75%

Expense Ratio

0.75%

AUM

$11.4M

Shares Outstanding

395.1K

ETF Grades

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Sector Breakdown

SectorWeight %
Consumer Cyclical43.86%
Industrials15.61%
Technology14.77%
Communication Services13.34%
Healthcare5.73%
Financial Services3.30%
Consumer Defensive2.32%
Real Estate1.06%
Cash & Others0.01%

Country Allocation

CountryWeight %
China84.88%
United States4.74%
Singapore4.73%
Ireland2.30%
Other1.70%
Hong Kong1.65%

Fund Information

Inception Date
Oct 2, 2023
Exchange
NYSE_ARCA
Description
The fund is an actively managed exchange-traded fund (“ETF”) that seeks to achieve its investment objective by investing primarily in equity securities of companies operating in high-growth sectors in Greater China, which includes mainland China, Taiwan, and China’s special administrative regions, such as Hong Kong. The fund is non-diversified.

Similar ETFs

SymbolNameAUM
XLYState Street Consumer Discretionary Select Sector SPDR ETF$22.72B
SCHPSchwab U.S. TIPS ETF$15.66B
MCHIiShares MSCI China ETF$6.43B
KWEBKraneShares CSI China Internet ETF$6.25B
TSLLDirexion Daily TSLA Bull 2X ETF$5.42B

The CoreValues Alpha Greater China Growth ETF (CGRO) is an exchange-traded fund issued by CoreValues Alpha that launched on Oct 2, 2023. It currently manages $11.4M in assets under management. The fund charges an expense ratio of 0.75%. It falls under the Consumer Cyclical 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
-0.83%
1W
-3.83%
1M
-14.11%
3M
-11.97%
6M
-21.66%
YTD
-22.02%
1Y
-18.64%
3Y
+8.19%
5Y
+8.19%

Moving Averages

20-Day MA

$22.87

Below 20-Day MA
50-Day MA

$23.71

Below 50-Day MA
200-Day MA

$26.90

Below 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$32.22

Current Price

$21.53

52-Week Low

$21.71

$21.71$32.22

Current Yield

2.75%

Annual Dividend

$1.2744

Frequency

1x/year

Last Ex-Date

Dec 29, 2025

Dividend History

Ex-DateAmountPay Date
Dec 29, 2025$0.6667Dec 30, 2025
Dec 23, 2024$0.5654Dec 26, 2024
Dec 27, 2023$0.0424Dec 29, 2023

Dividend Payments Over Time

Category Comparison

MetricCGROConsumer Cyclical(137 ETFs)Active(633 ETFs)
Fund Info
Expense Ratio0.75%0.76%0.80%
AUM$11.4M$598.8M$344.1M
Dividend Yield2.75%6.39%6.78%
Avg Volume1.7K1.2M135.3K
Holdings13783
Performance
1-Month Return-11.05%-2.23%-0.79%
6-Month Return-22.03%-7.51%+1.67%
YTD Return-19.16%-5.30%+4.02%
1-Year Return-18.62%+0.22%+8.70%

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