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MGMT

Ballast Small/Mid Cap ETF

Jun 20 • 04:00PM ET

38.45

Dollar change -0.26
Percentage change -0.66	%

Financial • Exchange Traded Fund • USA • NYSE

Category	US Equities - Dividend & Fundamental	Asset Type	Equities (Stocks)	Tags	U.S.	Return% 1Y	8.81%	Shs Outstand		Perf Week	-1.83%
Sponsor	Ballast AM	ETF Type		Tags	equity	Return% 3Y	8.14%	Total Holdings	57	Perf Month	-0.38%
Fund Family		Bond Type		Tags	fixed-income	Return% 5Y	-	AUM	149.80M	Perf Quarter	-1.25%
Index	-	Average Maturity		Tags	small-mid-cap	Return% 10Y		NAV%		Perf Half Y	-11.39%
Index Weighting		Commodity Type		Tags	-	Return% SI		NAV/sh		Perf YTD	-7.53%
Active/Passive		Quant Type		Tags	-	Flows% 1M	0.00%	52W Range	32.09 - 44.50	Perf Year	8.81%
Dividend TTM	0.21 (0.56%)	ESG Type		Tags	-	Flows% 3M	0.09%	52W High	-13.59%	Beta	0.93
Dividend Ex-Date	Dec 30, 2024	Dividend Type		Sector/Theme		Flows% YTD	2.20%	52W Low	19.83%	ATR (14)	0.51
Dividend Gr. 3/5Y	30.41% -	Structure Type		Region		Flows% 1Y		RSI (14)	49.28	Volatility	0.81% 0.98%
Expense	1.10%	Growth/Value		SMA20	-0.47%	Flows% 3Y		Rel Volume	0.81	Prev Close	38.71
Inverse/Leveraged		Market Cap		SMA50	1.93%	Flows% 5Y		Avg Volume	11.25K	Price	38.45
IPO	Dec 03, 2020	Option/Short	No / Yes	SMA200	-2.93%	Trades		Volume	9,110	Change	-0.66%

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01:23PM	Loading…
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Ballast Small/Mid Cap ETF seeks to generate positive risk adjusted returns. Under normal circumstances, the fund invests at least 80% of the value of its net assets (plus borrowings for investment purposes) in equity securities (principally common stocks) of domestic companies with small to medium market capitalizations. It may also invest all or substantially all of its assets in cash and cash equivalents, including money market funds and other short-term fixed income investments, in seeking to protect principal, or when, in the Adviser's opinion, there are not sufficient companies appropriate for investment.

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MGMT

Ballast Small/Mid Cap ETF

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