evenfolioETF Details
Bridges·Tactical Allocation·BDGS · Nasdaq
Bridges Capital Tactical ETF (BDGS)
- Price
- $36.58
- —30 Oct 2026
- Assets
- $42.5M
- Total net assets
- Expense ratio
- 0.87%
- Category 1.59%
- Yield
- 0.50%
- Trailing distributions
- 1Y return
- 5.3%-5.8%
- Category 11.1%
- 3Y CAGR
- 15.1%+2.0%
- Category 13.1%
- 5Y CAGR
- —
- Category 3.8%
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Bridges Capital Tactical ETF
Calendar-year returns
Fund only: no comparison series covers this fund's history.
Risk statistics
Five years of daily closes. Risk-free rate 4% a year.
- Standard deviation
- —
- Maximum drawdown
- —
- Sharpe ratio
- —
- Sortino ratio
- —
- Beta
- —
- Alpha
- —
- R²
- —
- Information ratio
- —
- Upside capture
- —
- Downside capture
- —
- Tracking error
- —
| Period | 1M | 3M | 6M | YTD | 1Y | 3YCAGR | 5YCAGR | 10YCAGR | LaunchCAGR |
|---|---|---|---|---|---|---|---|---|---|
| ETF | -3.7% | +1.0% | +1.0% | +5.4% | +5.3% | +15.1% | — | — | +12.5% |
| Tactical Allocation average | 0.7% | 0.7% | 3.9% | 9.9% | 11.1% | 13.1% | 3.8% | 6.8% | 8.0% |
| Difference | -4.4% | +0.4% | -2.9% | -4.5% | -5.8% | +2.0% | — | — | +4.5% |
Holdings
The 10 largest positions make up 82.7% of the fund.
Top holdings
| Ticker | Holding | Weight |
|---|---|---|
| BOXX | Alpha Architect 1-3 Month Box ETF | 54.47% |
| META | Meta Platforms Inc Class A | 3.74% |
| AMAT | Applied Materials Inc | 3.56% |
| SMH | VanEck Semiconductor ETF | 3.22% |
| TSLA | Tesla Inc | 3.14% |
| AVGO | Broadcom Inc | 3.00% |
| GOOG | Alphabet Inc Class C | 2.98% |
| SPMO | Invesco S&P 500® Momentum ETF | 2.92% |
| AMZN | Amazon.com Inc | 2.90% |
| IWM | iShares Russell 2000 ETF | 2.77% |
Portfolio valuation
Weighted averages of what the fund holds.
- P/E
- 24.9
- P/B
- 5.8
- P/S
- 4.1
- P/CF
- 19.9
Sector allocation
Share of the equity the fund holds.
- Technology44.5%
- Communication services13.5%
- Consumer discretionary10.4%
- Financial services8.5%
- Health care7.3%
- Industrials5.9%
- Consumer staples3.2%
- Energy2.7%
- Utilities1.4%
- Real estate1.4%
- Materials1.2%
Asset mix
- Stocks151.8%
Credit quality
Share of the bonds by rating.
- US government2.2%
ETF details
- Issuer
- Bridges
- Category
- Equity · Tactical Allocation
- Ticker
- BDGS
- Exchange
- Nasdaq
- Inception
- 10 May 2023 (3.5 years)
- Structure
- Exchange Traded Fund
- Expense ratio
- 0.87% (category 1.59%)
- Holdings turnover
- 381% (category 258%)
- Distribution yield
- 0.50%
- Beta, 3 years
- 0.55
- Total net assets
- $42.5M
Prices and returns as of 30 Oct 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.
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