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UnlimitedMacro TradingHFGM · NYSE

Unlimited HFGM Global Macro ETF (HFGM)

Price
$31.95
11 Sept 2026
Assets
$150.6M
Total net assets
Expense ratio
1.01%
Category 1.54%
Yield
5.31%
Trailing distributions
3Y CAGR
Annualised
5Y CAGR
Annualised
Loading NAV history…
Unlimited HFGM Global Macro 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
Information ratio
Upside capture
Downside capture
Tracking error
Trailing returns compared with benchmark
Period1M3M6MYTD1Y3YCAGR5YCAGR10YCAGRLaunchCAGR
ETF+0.1%-0.1%-4.0%+10.8%+13.5%+27.2%
Macro Trading average1.4%2.3%6.5%17.7%22.2%31.0%
Difference-1.3%-2.5%-10.4%-6.9%-8.7%-3.8%

Holdings

The 1 largest positions make up 61.0% of the fund.

Top holdings

Largest holdings by weight
TickerHoldingWeight
FGXXXFirst American Government Obligs X61.00%

Portfolio valuation

Weighted averages of what the fund holds.

P/E
17.2
P/B
2.5
P/S
1.9
P/CF
12.3

Sector allocation

Share of the equity the fund holds.

27.4%Technology11 sectors
  1. Technology27.4%
  2. Financial services19.2%
  3. Industrials11.0%
  4. Health care9.7%
  5. Consumer discretionary9.2%
  6. Communication services5.9%
  7. Energy4.4%
  8. Materials4.4%
  9. Consumer staples3.8%
  10. Utilities2.5%
  11. Real estate2.5%

Asset mix

  • Stocks85.8%
  • Other79.7%
  • Preferred shares0.0%

Credit quality

Share of the bonds by rating.

  • AA9.4%
  • A20.5%
  • BBB28.4%
  • BB24.3%
  • B14.1%
  • Below B3.1%
  • Other0.2%

ETF details

Issuer
Unlimited
Category
Alternatives · Macro Trading
Ticker
HFGM
Exchange
NYSE
Inception
14 Apr 2025 (1.4 years)
Structure
Exchange Traded Fund
Expense ratio
1.01% (category 1.54%)
Holdings turnover
65% (category 125%)
Distribution yield
5.31%
Beta, 3 years
0.00
Total net assets
$150.6M
Average duration
5.52 years
Average maturity
9.42 years

Prices and returns as of 11 Sept 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.

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