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Last Close
30.34
Oct 26 • 4:00 PM ET Dollar change+0.07 Percentage change(0.23%)
Category
US Equities - Quant Strat
Sponsor
Coastal Equity Management
Fund Family
Index
-
Index Weighting
Active/Passive
Expense
0.81%
Inverse/Leveraged
IPO
Dec 18, 2024
Asset Type
Equities (Stocks)
ETF Type
Bond Type
Average Maturity
Commodity Type
Quant Type
ESG Type
Dividend Type
Structure Type
Growth/Value
Market Cap
Option/Short
No / No
Tags
Tags
Tags
Tags
-
Tags
-
Tags
-
Tags
-
Sector/Theme
Region
SMA20
2.24%
SMA50
1.55%
SMA200
3.49%
Return% 1Y
17.56%
Return% 3Y
-
Return% 5Y
-
Return% 10Y
Return% SI
Flows% 1M
2.53%
Flows% 3M
160.01%
Flows% YTD
276.61%
Flows% 1Y
Flows% 3Y
Flows% 5Y
Trades
Total Holdings
51
AUM
24.22M
NAV/sh
52W High
31.01 -2.16%
52W Low
25.79 17.64%
Volatility
0.50% 0.47%
ATR (14)
0.23
RSI (14)
60.17
Beta
0.44
Rel Volume
0.25
Avg Volume
9.49K
Volume
2,417
Perf Week
1.41%
Perf Month
2.72%
Perf Quarter
-1.51%
Perf Half Y
6.00%
Perf YTD
12.22%
Perf Year
14.93%
Perf 3Y
-
Perf 5Y
-
Perf 10Y
-
Prev Close
30.27
Price
30.34
Change %
0.23%
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.