TRTY

Cambria Funds$31.02+0.04 (+0.12%)
AUM $144.1MER 0.46%NAV $31.00Holdings 30

Price Chart

Key Statistics

Previous Close

$30.98

Day Range

$31.00$31.06

52-Week Range

$26.30$31.32

Avg Volume

7.4K

Dividend Yield

2.68%

Expense Ratio

0.46%

AUM

$144.1M

Shares Outstanding

4.5M

ETF Grades

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Sector Breakdown

SectorWeight %
Financial Services16.77%
Energy14.49%
Technology14.20%
Industrials12.51%
Basic Materials10.57%
Real Estate8.37%
Consumer Cyclical8.27%
Consumer Defensive4.21%
Communication Services4.04%
Healthcare3.43%
Utilities3.15%

Country Allocation

CountryWeight %
United States81.89%
Other18.11%

Fund Information

Inception Date
Sep 10, 2018
Exchange
BATS
Description
Cambria Trinity ETF focuses on value investing and trend following by having exposure to global stocks, bonds, commodities and currencies. TRTY targets an allocation of 35% trend following, 25% equities, 25% fixed income, and 15% to alternative strategies. Why TRTY?

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IEFAiShares Core MSCI EAFE ETF$185.71B
IJRiShares Core S&P Small-Cap ETF$109.04B
VYMVanguard High Dividend Yield ETF$96.20B

The Cambria Trinity ETF (TRTY) is an exchange-traded fund issued by Cambria Funds that launched on Sep 10, 2018. It currently manages $144.1M in assets under management. The fund charges an expense ratio of 0.46%. The fund holds 30 securities in its portfolio. It falls under the Financial Services category.

Top 10 holdings represent 64.2% of the fund

RankSymbolNameWeight %SharesMarket Value
1GVALCambria Global Value ETF8.44%329,259$12.2M
2FYLDCambria Foreign Shareholder Yield ETF8.35%313,643$12.0M
3EYLDCambria Emerging Shareholder Yield ETF7.83%247,467$11.3M
4VAMOCambria Value and Momentum ETF7.80%308,304$11.2M
5VGITVanguard Intermediate-Term Treasury ETF6.32%156,333$9.1M
6Cambria Chesapeake Pure Trend ETF6.20%455,880$8.9M
7Cambria Tactical Yield ETF5.73%326,650$8.3M
8Cambria Micro and SmallCap Shareholder Yield ETF4.80%212,120$6.9M
9CERYState Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF4.60%180,566$6.6M
10BLDGCambria Global Real Estate ETF4.14%217,195$6.0M
11JPMBJPMorgan USD Emerging Markets Sovereign Bond ETF2.81%102,414$4.0M
12EMLCVanEck J. P. Morgan EM Local Currency Bond ETF2.76%158,375$4.0M
13DARPGrizzle Growth ETF2.23%57,549$3.2M
14SYLDCambria Shareholder Yield ETF2.17%38,097$3.1M
15DBMFiM Global Partner Fund2.09%95,470$3.0M

Detailed Returns

PeriodReturnETF
1D
+0.12%
1W
+0.87%
1M
+2.57%
3M
+0.54%
6M
+1.36%
YTD
+8.05%
1Y
+16.62%
3Y
+21.90%
5Y
+13.00%

Moving Averages

20-Day MA

$30.56

Above 20-Day MA
50-Day MA

$30.74

Above 50-Day MA
200-Day MA

$29.78

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$31.32

Current Price

$31.02

52-Week Low

$26.30

$26.30$31.32

Current Yield

2.68%

Annual Dividend

$0.9238

Frequency

4x/year

Last Ex-Date

Jun 23, 2026

Dividend History

Ex-DateAmountPay Date
Jun 23, 2026$0.1484Jun 24, 2026
Mar 25, 2026$0.2276Mar 26, 2026
Mar 25, 2026$0.2276Mar 26, 2026
Dec 23, 2025$0.3202Dec 24, 2025
Dec 23, 2025$0.3202Dec 24, 2025
Sep 23, 2025$0.1950Sep 24, 2025
Sep 23, 2025$0.1950Sep 24, 2025
Jun 24, 2025$0.1932Jun 25, 2025
Jun 24, 2025$0.1932Jun 25, 2025
Mar 25, 2025$0.1056Mar 26, 2025
Mar 25, 2025$0.1056Mar 26, 2025
Dec 23, 2024$0.1220Jan 2, 2025
Dec 23, 2024$0.1220Jan 2, 2025
Sep 23, 2024$0.4078Oct 2, 2024
Sep 23, 2024$0.4078Oct 2, 2024
Jun 24, 2024$0.1553Jul 3, 2024
Jun 24, 2024$0.1553Jul 3, 2024
Mar 22, 2024$0.2108Apr 3, 2024
Mar 22, 2024$0.2108Apr 3, 2024
Dec 22, 2023$0.3468Jan 5, 2024

Dividend Payments Over Time

Category Comparison

MetricTRTYFinancial Services(767 ETFs)Commodity(175 ETFs)
Fund Info
Expense Ratio0.46%0.67%0.98%
AUM$144.1M$3.27B$1.96B
Dividend Yield2.68%4.72%5.74%
Avg Volume7.4K1.2M974.2K
Holdings3023041
Performance
1-Month Return+2.73%+0.44%+5.47%
6-Month Return+3.47%+8.18%+0.68%
YTD Return+8.69%+7.08%+13.70%
1-Year Return+10.67%+6.95%+12.57%

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