CBLS Elevation Series Trust

63

NYSE ARCA | ETF

Price
$28.38
Increased by +0.90%
Dollar volume (20D)
220.87 K
ADR%
0.86
Technology - 25.34%Energy - 18.35%Healthcare - 14.64%Consumer Cyclicals - 12.07%Industrials - 9.25%Communication Services - 8.39%Consumer Defensive - 6.93%Financial Services - 5.04%Basic Materials - 0.00%Real Estate - 0.00%Utilities - 0.00%
Technology - 25.34%
Energy - 18.35%
Healthcare - 14.64%
Consumer Cyclicals - 12.07%
Industrials - 9.25%
Communication Services - 8.39%
Consumer Defensive - 6.93%
Financial Services - 5.04%
Basic Materials - 0.00%
Real Estate - 0.00%
Utilities - 0.00%

The fund is an actively managed ETF that seeks to achieve its investment objective by purchasing securities the Adviser, believes have above-average financial characteristics such as return on invested capital, profit margins, debt-to-equity ratio, or revenue and earnings growth as identified in financial statements, relative to the broader equity market; are undervalued based on valuation metrics such as (i) enterprise value to sales, (ii) enterprise value to earnings before interest, taxes, depreciation, and amortization, or (iii) price to earnings ratios.

Top 20 Holdings

Asset Name Sector Industry Weight
FXFXX First American Funds Inc. - Treasury Obligations Fund 14.01%
AEM Agnico Eagle Mines Limited Basic Materials Gold 4.41%
WMT Walmart Inc Consumer Defensive Discount Stores 3.91%
ECL Ecolab Inc Basic Materials Specialty Chemicals 3.85%
TSTXX BlackRock Liquidity Funds - T-Fund 3.79%
VST Vistra Energy Corp Utilities Utilities - Independent Power Producers 3.75%
CHK Chesapeake Energy Corporation Energy Oil & Gas E&P 3.52%
RIG Transocean Ltd Energy Oil & Gas Drilling 3.50%
BLBD Blue Bird Corp Industrials Farm & Heavy Construction Machinery 3.34%
EXE Expand Energy Corporation Energy Oil & Gas E&P 3.29%
TJX The TJX Companies Inc Consumer Cyclical Apparel Retail 3.28%
KDP Keurig Dr Pepper Inc Consumer Defensive Beverages - Non-Alcoholic 3.26%
PWR Quanta Services Inc Industrials Engineering & Construction 3.26%
NEM Newmont Goldcorp Corp Basic Materials Gold 3.22%
NEE Nextera Energy Inc Utilities Utilities - Regulated Electric 3.18%
ROL Rollins Inc Consumer Cyclical Personal Services 3.18%
EFR Energy Fuels Inc Energy Uranium 3.14%
TSM Taiwan Semiconductor Manufacturing Technology Semiconductors 3.12%
SIEGY Siemens AG ADR Industrials Specialty Industrial Machinery 3.12%
CCL Carnival Corporation Consumer Cyclical Travel Services 3.10%
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