CGBL Capital Group Core Balanced ETF

85

NYSE ARCA | ETF

Price
$36.82
Increased by +1.24%
Dollar volume (20D)
42.02 M
ADR%
1.00
Technology - 27.16%Industrials - 16.52%Financial Services - 13.93%Healthcare - 9.94%Consumer Cyclicals - 8.78%Basic Materials - 8.02%Communication Services - 7.38%Consumer Defensive - 4.61%Energy - 2.54%Utilities - 1.11%Real Estate - 0.00%
Technology - 27.16%
Industrials - 16.52%
Financial Services - 13.93%
Healthcare - 9.94%
Consumer Cyclicals - 8.78%
Basic Materials - 8.02%
Communication Services - 7.38%
Consumer Defensive - 4.61%
Energy - 2.54%
Utilities - 1.11%
Real Estate - 0.00%

In seeking to pursue its investment objective, the fund varies its mix of direct or indirect exposure to equity securities, debt securities and money market instruments and cash.

Under normal market conditions, the fund"s investment adviser will maintain the following investment mix: 50%-75% in equity securities, at least 25% in debt securities, and the remainder of the fund"s assets (if any) in money market instruments and cash.

The fund is non-diversified.

Top 20 Holdings

Asset Name Sector Industry Weight
CGCP Capital Group Core Plus Income ETF 21.56%
CGCB Capital Group Fixed Income ETF Trust 14.52%
AVGO Broadcom Inc Technology Semiconductors 4.16%
TSM Taiwan Semiconductor Manufacturing Technology Semiconductors 3.05%
MSFT Microsoft Corporation Technology Software - Infrastructure 2.78%
GOOG Alphabet Inc Class C Communication Services Internet Content & Information 2.49%
PM Philip Morris International Inc Consumer Defensive Tobacco 2.42%
AAPL Apple Inc Technology Consumer Electronics 1.45%
RGLD Royal Gold Inc Basic Materials Gold 1.37%
NVDA NVIDIA Corporation Technology Semiconductors 1.33%
ATI Allegheny Technologies Incorporated Industrials Metal Fabrication 1.28%
WPM Wheaton Precious Metals Corp Basic Materials Gold 1.26%
VRTX Vertex Pharmaceuticals Inc Healthcare Biotechnology 1.25%
FNV Franco-Nevada Corporation Basic Materials Gold 1.24%
META Meta Platforms Inc. Communication Services Internet Content & Information 1.21%
BKNG Booking Holdings Inc Consumer Cyclical Travel Services 1.11%
GILD Gilead Sciences Inc Healthcare Drug Manufacturers - General 1.08%
LHX L3Harris Technologies Inc Industrials Aerospace & Defense 1.06%
BA The Boeing Company Industrials Aerospace & Defense 1.04%
CNQ Canadian Natural Resources Ltd Energy Oil & Gas E&P 0.99%
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