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Last Close
Feb 06  •  04:00PM ET
29.66
Dollar change
+0.64
Percentage change
2.22
%
CategoryUS Equities - Quant Strat Asset TypeEquities (Stocks) TagsU.S. Return% 1Y15.39% Total Holdings51 Perf Week4.91%
SponsorCoastal Equity Management ETF Type Tagsequity Return% 3Y- AUM6.96M Perf Month7.99%
Fund Family Bond Type Tagstactical Return% 5Y- NAV/sh Perf Quarter14.51%
Index- Average Maturity Tags- Return% 10Y 52W High29.18 1.65% Perf Half Y19.27%
Index Weighting Commodity Type Tags- Return% SI 52W Low22.39 32.46% Perf YTD9.72%
Active/Passive Quant Type Tags- Flows% 1M-13.58% Volatility0.42% 0.27% Perf Year-
Dividend TTM0.65 (2.19%) ESG Type Tags- Flows% 3M116.27% ATR (14)0.24 Perf 3Y-
Dividend Ex-DateDec 23, 2025 Dividend Type Sector/Theme Flows% YTD13.67% RSI (14)77.89 Perf 5Y-
Dividend Gr. 3/5Y- - Structure Type Region Flows% 1Y Beta0.55 Perf 10Y-
Expense0.80% Growth/Value SMA205.18% Flows% 3Y Rel Volume0.67 Prev Close29.02
Inverse/Leveraged Market Cap SMA507.79% Flows% 5Y Avg Volume2.78K Price29.66
IPODec 18, 2024 Option/ShortNo / No SMA20014.57% Trades Volume1,875 Change2.22%
Coastal Compass 100 ETF seeks total return. The fund is an actively-managed exchange-traded fund ("ETF") that invests primarily in common stocks, but may at times seek to provide downside protection by investing up to 100% of the fund's assets into cash or cash equivalents, depending on market conditions. Coastal Equity Management, LLC, the fund's sub-adviser (the "Sub-Adviser") uses a trend following approach that seeks to participate in upward trends in U.S. equity markets while providing downside protection. The fund is non-diversified.