KOOL

North Shore$14.29+0.03 (+0.23%)
AUM $53.6MER 0.94%NAV $12.86Holdings

Price Chart

Key Statistics

Previous Close

$14.26

Day Range

$14.29$14.29

52-Week Range

$10.15$14.28

Avg Volume

3.5K

Dividend Yield

0.36%

Expense Ratio

0.94%

AUM

$53.6M

Shares Outstanding

3.8M

ETF Grades

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Sector Breakdown

SectorWeight %
Technology27.41%
Energy13.02%
Industrials12.17%
Healthcare8.07%
Consumer Cyclical7.85%
Communication Services7.45%
Financial Services7.06%
Basic Materials6.27%
Utilities5.86%
Real Estate2.71%
Consumer Defensive2.13%

Country Allocation

CountryWeight %
United States82.49%
Other8.66%
Canada6.33%
United Kingdom2.52%

Fund Information

Category
Technology
Inception Date
Apr 2, 2024
Exchange
NYSE_ARCA
Description
Under normal market conditions, the fund will invest at least 80% of its net assets (plus borrowings for investment purposes) in U.S. and foreign equity securities. The fund may make these investments in equity securities directly or indirectly through ETFs.

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 North Shore Equity Rotation ETF (KOOL) is an exchange-traded fund issued by North Shore that launched on Apr 2, 2024. It currently manages $53.6M in assets under management. The fund charges an expense ratio of 0.94%. It falls under the Technology 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
+0.23%
1W
+1.52%
1M
+13.39%
3M
+7.22%
6M
+10.84%
YTD
+11.75%
1Y
+40.67%
3Y
+43.06%
5Y
+43.06%

Moving Averages

20-Day MA

$13.66

Above 20-Day MA
50-Day MA

$13.41

Above 50-Day MA
200-Day MA

$12.77

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$14.28

Current Price

$14.29

52-Week Low

$10.15

$10.15$14.28

Current Yield

0.36%

Annual Dividend

$0.0473

Frequency

4x/year

Last Ex-Date

Dec 30, 2025

Dividend History

Ex-DateAmountPay Date
Dec 30, 2025$0.0200Dec 31, 2025
Sep 29, 2025$0.0121Sep 30, 2025
Jun 27, 2025$0.0107Jun 30, 2025
Mar 28, 2025$0.0045Mar 31, 2025
Dec 30, 2024$0.0228Dec 31, 2024
Sep 27, 2024$0.0138Sep 30, 2024
Jun 28, 2024$0.0245Jul 1, 2024

Dividend Payments Over Time

Category Comparison

MetricKOOLTechnology(1414 ETFs)Technology(811 ETFs)
Fund Info
Expense Ratio0.94%0.67%0.89%
AUM$53.6M$6.79B$2.29B
Dividend Yield0.36%2.97%10.82%
Avg Volume3.5K575.1K1.1M
Holdings200113
Performance
1-Month Return+11.14%+11.56%+12.71%
6-Month Return+12.38%+6.25%+1.58%
YTD Return+12.42%+7.05%+4.95%
1-Year Return+41.71%+37.22%+48.06%

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