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50 Split Yield/Growth

YLGW

Index Performance

-2.94%
YLGW
+4.02%
SPY
+4.35%
VTI
Oct 7, 2024Oct 15, 2024Oct 23, 2024Oct 31, 2024Nov 8, 2024Nov 18, 2024Nov 26, 2024Dec 6, 2024Dec 16, 2024Dec 24, 2024Jan 7, 2025-10%0%10%

Overview

Description

50 Split Yield/Growth

  • TickerYLGW
  • Inception Date02/07/2024
  • WeightingCustom
  • # of holdings10
What's inside?
Sectors
  • Miscellaneous
    99.94%
  • Consumer Durables
    0.06%

Holdings

All holdings as of January 7, 2025
CSV download
SPDR S&P 500 ETF Trust (SPY)35.47%N/AN/AN/AN/A
Eldridge BBB-B CLO ETF (CLOZ)13.14%N/AN/AN/AN/A
SPDR S&P 500 High Dividend ETF (SPYD)10.34%N/AN/AN/AN/A
Franklin FTSE Japan ETF (FLJP)8.95%N/AN/AN/AN/A
iShares U.S. Aerospace & Defense ETF (ITA)8.73%N/AN/AN/AN/A
KraneShares CSI China Internet ETF (KWEB)7.27%N/AN/AN/AN/A
Franklin Senior Loan ETF (FLBL)6.45%N/AN/AN/AN/A
Vanguard FTSE Europe ETF (VGK)6.26%N/AN/AN/AN/A
Vanguard FTSE Emerging Markets ETF (VWO)3.33%N/AN/AN/AN/A
Canoo, Inc. (GOEV)0.06%$19.41M71.68%-340.18%91.56
Market data by FactSet