EHLS

Even Herd$25.91 ()
AUM $59.9MER 2.62%NAV $26.26Holdings 10

Price Chart

Key Statistics

Previous Close

$26.09

Day Range

N/A

52-Week Range

$21.72$27.56

Avg Volume

574

Dividend Yield

0.91%

Expense Ratio

2.62%

AUM

$59.9M

Shares Outstanding

2.3M

ETF Grades

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Sector Breakdown

SectorWeight %
Financial Services16.25%
Technology13.81%
Industrials12.85%
Healthcare11.08%
Energy9.33%
Real Estate7.81%
Basic Materials7.12%
Utilities6.43%
Communication Services5.55%
Consumer Cyclical5.07%
Consumer Defensive4.70%
Cash & Others0.00%

Country Allocation

CountryWeight %
United States46.61%
Other27.88%
Israel5.95%
Canada5.19%
United Kingdom3.64%
Luxembourg2.55%
Brazil1.94%
Singapore1.73%
Greece1.06%
Colombia0.94%
Bermuda0.64%
Italy0.60%
Korea (the Republic of)0.57%
Sweden0.52%
Japan0.50%
Peru0.34%
Finland0.31%
Mexico0.28%
Ireland-0.03%
Germany-0.28%
Cayman Islands-0.39%
India-0.54%

Fund Information

Issuer
Even Herd
Inception Date
Apr 2, 2024
Exchange
NASDAQ
Description
Even Herd’s Long Short ETF (EHLS) is an actively managed exchange-traded fund oriented towards the pursuit of comprehensive capital appreciation via publicly traded equities.

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The Even Herd Long Short ETF (EHLS) is an exchange-traded fund issued by Even Herd that launched on Apr 2, 2024. It currently manages $59.9M in assets under management. The fund charges an expense ratio of 2.62%. The fund holds 10 securities in its portfolio. It falls under the Financial Services category.

Top 10 holdings represent 42.7% of the fund

RankSymbolNameWeight %SharesMarket Value
1FGXXXFirst American Government Obligations Fund 12/01/203121.83%13,070,694$13.1M
2Cash & Other6.05%3,620,915$3.6M
3WELLWelltower Inc1.95%4,734$1.2M
4DHCDiversified Healthcare Trust1.94%125,934$1.2M
5ETREntergy Corp1.91%9,884$1.1M
6CASYCasey's General Stores Inc1.89%1,290$1.1M
7OUTOutfront Media Inc1.86%34,887$1.1M
8TIGOMillicom International Cellular SA1.82%11,299$1.1M
9GHGuardant Health Inc1.80%7,179$1.1M
10FTITechnipFMC PLC1.63%12,862$978K
11UVEUniversal Insurance Holdings Inc1.61%25,658$967K
12SBSCIA SANEAMENTO BASICO SPONSORED ADR1.57%164,471$942K
13GOOGLAlphabet Inc1.54%2,897$920K
14SENEASeneca Foods Corp1.46%5,324$874K
15ENLTEnlight Renewable Energy Ltd1.40%9,325$841K

Detailed Returns

PeriodReturnETF
1D
1W
-2.89%
1M
-3.71%
3M
-3.76%
6M
+1.71%
YTD
+7.58%
1Y
+15.58%
3Y
+28.34%
5Y
+28.34%

Moving Averages

20-Day MA

$26.19

Below 20-Day MA
50-Day MA

$26.62

Below 50-Day MA
200-Day MA

$25.23

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$27.56

Current Price

$25.91

52-Week Low

$21.72

$21.72$27.56

Current Yield

0.91%

Annual Dividend

$0.4550

Frequency

Specialx/year

Last Ex-Date

Dec 17, 2024

Dividend History

Ex-DateAmountPay Date
Dec 17, 2024$0.2275Dec 18, 2024
Dec 17, 2024$0.2275Dec 18, 2024

Dividend Payments Over Time

Category Comparison

MetricEHLSFinancial Services(767 ETFs)Active(633 ETFs)
Fund Info
Expense Ratio2.62%0.67%0.81%
AUM$59.9M$3.27B$355.3M
Dividend Yield0.91%4.72%6.78%
Avg Volume5741.1M106.7K
Holdings1023081
Performance
1-Month Return-3.92%+1.18%-1.85%
6-Month Return+1.54%+7.47%+2.67%
YTD Return+8.90%+7.62%+2.81%
1-Year Return+6.78%-0.83%

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