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NovaTide FlexibleOther AllocationNMBL

NovaTide Flexible Allocation ETF (NMBL)

Price
$21.19
—25 Sept 2026
Assets
—
Total net assets
Expense ratio
—
Category 1.04%
Yield
—
Trailing distributions
3Y CAGR
—
Category 12.1%
5Y CAGR
—
Category 3.8%
Loading NAV history…
NovaTide Flexible Allocation 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
—
Trailing returns compared with benchmark
Period1M3M6MYTD1Y3YCAGR5YCAGR10YCAGRLaunchCAGR
ETF-0.7%+4.2%+10.9%+6.9%————+7.1%
Other Allocation average-2.4%3.4%7.5%5.2%5.6%12.1%3.8%6.9%4.5%
Difference+1.7%+0.7%+3.5%+1.7%————+2.6%

Holdings

The 10 largest positions make up 53.7% of the fund.

Top holdings

Largest holdings by weight
TickerHoldingWeight
PSDMPGIM Short Duration Mlt-Sect Bd ETF12.81%
VSLUApplied Finance Valuation LgCp ETF9.45%
SMTHALPS Smith Core Plus Bond ETF7.59%
DCREDoubleLine Commercial Real Estt Dbt ETF3.98%
DSMCDistillate Small/Mid Cash Flow ETF3.95%
RSPTInvesco S&P 500® Equal Weight Tech ETF3.65%
LFSCF/m Emerald Life Sciences Innovation ETF3.59%
VOLTTema Electrification ETF3.14%
SCHPSchwab US TIPS ETF™2.83%
NODEVanEck Onchain Economy ETF2.74%

Portfolio valuation

Weighted averages of what the fund holds.

P/E
21.2
P/B
2.4
P/S
2.7
P/CF
13.9

Sector allocation

Share of the equity the fund holds.

28.8%Technology11 sectors
  1. Technology28.8%
  2. Financial services26.7%
  3. Health care10.3%
  4. Industrials8.9%
  5. Energy8.1%
  6. Consumer discretionary5.6%
  7. Communication services4.4%
  8. Materials2.6%
  9. Utilities2.5%
  10. Consumer staples1.7%
  11. Real estate0.4%

Asset mix

  • Stocks62.9%
  • Bonds27.2%
  • Other7.9%
  • Cash1.6%
  • Preferred shares0.4%

Credit quality

Share of the bonds by rating.

  • US government11.5%
  • AAA20.9%
  • AA53.0%
  • A8.0%
  • BBB12.4%
  • BB5.2%
  • B0.5%

ETF details

Issuer
NovaTide Flexible
Category
Asset Allocation · Other Allocation
Ticker
NMBL
Inception
3 Nov 2025 (0.9 years)
Structure
Exchange Traded Fund
Expense ratio
—
Holdings turnover
0% (category 66%)
Distribution yield
—
Total net assets
—
Average duration
4.29 years
Average maturity
9.71 years

Prices and returns as of 25 Sept 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.

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