FFSG

$28.43 ()
AUM $41.6MER 0.70%NAV $28.45Holdings 7

Price Chart

Key Statistics

Previous Close

Day Range

N/A

52-Week Range

$28.42$28.42

Avg Volume

4.0K

Dividend Yield

Expense Ratio

0.70%

AUM

$41.6M

Shares Outstanding

1.5M

Sector Breakdown

SectorWeight %
Technology18.32%
Industrials14.13%
Financial Services13.62%
Healthcare11.77%
Consumer Cyclical11.07%
Consumer Defensive8.39%
Energy5.44%
Communication Services4.93%
Real Estate4.42%
Utilities3.98%
Basic Materials3.95%

Country Allocation

CountryWeight %
United States99.10%
Other0.90%

Fund Information

Category
Technology
Inception Date
Nov 2, 2017
Description
The fund seeks to achieve its investment objective by investing through other unaffiliated ETFs primarily in domestic and foreign growth-oriented equity securities of any market capitalization and U.S. Treasuries or other cash equivalents. It is generally 100% invested in growth-oriented equity ETFs when the adviser's investment models indicate a bullish trend for the equity market, and is generally 50% invested in growth-oriented equity ETFs and 50% invested in U.S. treasuries and/or U.S. short-term bonds to hedge risk when the adviser's models indicate a bearish trend for the equity markets.

Similar ETFs

SymbolNameAUM
VTIVanguard Total Stock Market ETF$2.00T
VOOVanguard S&P 500 ETF$1.40T
IVViShares Core S&P 500 ETF$789.70B
SPYState Street SPDR S&P 500 ETF Trust$723.48B
QQQInvesco QQQ Trust, Series 1$426.66B

The FormulaFolios Smart Growth ETF (FFSG) is an exchange-traded fund that launched on Nov 2, 2017. It currently manages $41.6M in assets under management. The fund charges an expense ratio of 0.70%. The fund holds 7 securities in its portfolio. It falls under the Technology category.

Top 10 holdings represent 100.0% of the fund

RankSymbolNameWeight %SharesMarket Value
1IVV27.95%30,736$11.6M
2IJH18.21%31,546$7.6M
3IJR16.12%66,577$6.7M
4IEFA15.98%99,193$6.6M
5IYR11.18%51,009$4.7M
6IEMG9.67%67,589$4.0M
70.90%425,019$374K

Detailed Returns

PeriodReturnETF
1D
1W
1M
3M
6M
YTD
1Y
+0.00%
3Y
-9.78%
5Y
-20.17%

Moving Averages

20-Day MA

50-Day MA

200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$28.42

Current Price

$28.43

52-Week Low

$28.42

$28.42$28.42

Current Yield

Annual Dividend

Frequency

Last Ex-Date

Dividends

No dividend data available for this ETF.

Category Comparison

MetricFFSGTechnology(1414 ETFs)Growth(409 ETFs)
Fund Info
Expense Ratio0.70%0.67%0.66%
AUM$41.6M$6.79B$2.74B
Dividend Yield2.97%5.84%
Avg Volume4.0K575.4K199.0K
Holdings720082
Performance
1-Month Return+9.17%+7.37%
6-Month Return+7.10%+3.06%
YTD Return+7.03%+3.55%
1-Year Return+40.63%+30.21%

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