Clough Select Equity ETFClough Select Equity ETFClough Select Equity ETF

Clough Select Equity ETF

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Key stats


Assets under management (AUM)
‪29.62 M‬USD
Fund flows (1Y)
‪4.32 M‬USD
Dividend yield (indicated)
0.29%
Discount/Premium to NAV
0.1%
Shares outstanding
‪760.00 K‬
Expense ratio
0.86%

About Clough Select Equity ETF


Issuer
Clough CGI LLC
Brand
Clough
Inception date
Nov 13, 2020
Structure
Open-Ended Fund
Index tracked
No Underlying Index
Replication method
Physical
Management style
Active
Dividend treatment
Distributes
Distribution tax treatment
Qualified dividends
Income tax type
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Primary advisor
Clough Capital Partners LP
Distributor
Foreside Fund Services LLC
ISIN
US2103228894
CBSEs adviser curates a narrow list of 20-40 US-listed stocks believed to be positioned for outperformance, over the next 5 to 11 years, while maintaining lower volatility than the broader US equity market. The adviser combines a proprietary quantitative model and fundamental analysis to identify companies with attractive financials. Third-party research is utilized to screen for companies with positive ESG attributes. Stocks selected from this list are those in which valuations may be out of line with similar companies or those trading at significant discounts than the broader market. Prior to March 13, 2023, the fund was named Changebridge Capital Select Equity ETF. In connection with the adviser change, prior to September 13, 2023, the fund traded under the name Changebridge Select Equity ETF.

Broaden your horizons with more funds linked to CBSE via country, focus, and more.

Classification


Asset Class
Equity
Category
Size and style
Focus
Total market
Niche
Broad-based
Strategy
Active
Geography
U.S.
Weighting scheme
Proprietary
Selection criteria
Proprietary
What's in the fund
Exposure type
StocksBonds, Cash & Other
Technology Services
Electronic Technology
Consumer Services
Finance
Stock breakdown by region
84%5%10%
Top 10 holdings
Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Displays a symbol's price movements over previous years to identify recurring trends.

Frequently Asked Questions


An exchange-traded fund (ETF) is a collection of assets (stocks, bonds, commodities, etc.) that track an underlying index and can be bought on an exchange like individual stocks.
CBSE trades at 38.82 USD today, its price has fallen −1.25% in the past 24 hours. Track more dynamics on CBSE price chart.
CBSE net asset value is 39.25 today — it's risen 2.49% over the past month. NAV represents the total value of the fund's assets less liabilities and serves as a gauge of the fund's performance.
CBSE assets under management is ‪29.62 M‬ USD. AUM is an important metric as it reflects the fund's size and can serve as a gauge of how successful the fund is in attracting investors, which, in its turn, can influence decision-making.
CBSE price has risen by 2.01% over the last month, and its yearly performance shows a 29.00% increase. See more dynamics on CBSE price chart.
NAV returns, another gauge of an ETF dynamics, have risen by 2.49% over the last month, showed a 15.47% increase in three-month performance and has increased by 29.34% in a year.
CBSE fund flows account for ‪4.32 M‬ USD (1 year). Many traders use this metric to get insight into investors' sentiment and evaluate whether it's time to buy or sell the fund.
Since ETFs work like an individual stock, they can be bought and sold on exchanges (e.g. NASDAQ, NYSE, EURONEXT). As it happens with stocks, you need to select a brokerage to access trading. Explore our list of available brokers to find the one to help execute your strategies. Don't forget to do your research before getting to trading. Explore ETFs metrics in our ETF screener to find a reliable opportunity.
CBSE invests in stocks. See more details in our Analysis section.
CBSE expense ratio is 0.86%. It's an important metric for helping traders understand the fund's operating costs relative to assets and how expensive it would be to hold the fund.
No, CBSE isn't leveraged, meaning it doesn't use borrowings or financial derivatives to magnify the performance of the underlying assets or index it follows.
In some ways, ETFs are safe investments, but in a broader sense, they're not safer than any other asset, so it's crucial to analyze a fund before investing. But if your research gives a vague answer, you can always refer to technical analysis.
Today, CBSE technical analysis shows the buy rating and its 1-week rating is buy. Since market conditions are prone to changes, it's worth looking a bit further into the future — according to the 1-month rating CBSE shows the strong buy signal. See more of CBSE technicals for a more comprehensive analysis.
Yes, CBSE pays dividends to its holders with the dividend yield of 0.29%.
CBSE trades at a premium (0.15%).
Premium/discount to NAV expresses the difference between the ETF’s price and its NAV value. A positive percentage indicates a premium, meaning the ETF trades at a higher price than the calculated NAV. Conversely, a negative percentage indicates a discount, suggesting the ETF trades at a lower price than NAV.
CBSE shares are issued by Clough CGI LLC
CBSE follows the No Underlying Index. ETFs usually track some benchmark seeking to replicate its performance and guide asset selection and objectives.
The fund started trading on Nov 13, 2020.
The fund's management style is active, aiming to outperform its benchmark index by actively selecting and adjusting assets. The goal is to achieve returns that exceed those of the index the fund tracks.