Elevation Series Trust Etf Profile
| CBSE Etf | USD 32.14 0.61 1.93% |
PerformanceVery Weak
| Odds Of DistressLow
|
Elevation Series is trading at 32.14 as of the 25th of March 2025, a 1.93 percent up since the beginning of the trading day. The etf's lowest day price was 31.53. Elevation Series has less than a 9 % chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 25th of December 2024 and ending today, the 25th of March 2025. Click here to learn more.
The fund is an actively-managed ETF that seeks to achieve its investment objective by purchasing securities Changebridge Capital, LLC, the funds investment adviser, believes to have above-average financial characteristics and growth potential that exhibit positive ESG attributes. More on Elevation Series Trust
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Elevation Etf Highlights
| Thematic Ideas | (View all Themes) |
| Business Concentration | Strategy ETFs, Theme ETFs, Global Small/Mid Stock, Changebridge (View all Sectors) |
| Issuer | Clough Capital Partners |
| Inception Date | 2020-11-13 |
| Entity Type | Regulated Investment Company |
| Asset Type | Equity |
| Category | Strategy |
| Focus | Theme |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | U.S. Bancorp Fund Services, LLC |
| Advisor | Clough Capital Partners L.P. |
| Custodian | U.S. Bank, N.A. |
| Distributor | Vigilant Distributors, LLC |
| Portfolio Manager | Vincent Lorusso |
| Transfer Agent | U.S. Bancorp Fund Services, LLC |
| Fiscal Year End | 31-Oct |
| Exchange | NYSE Arca, Inc. |
| Market Maker | RBC Capital Markets |
| Total Expense | 0.86 |
| Management Fee | 0.85 |
| Country Name | USA |
| Returns Y T D | (2.05) |
| Name | Elevation Series Trust |
| Currency Code | USD |
| Open Figi | BBG00Y4QJ8D1 |
| In Threey Volatility | 22.84 |
| 1y Volatility | 19.87 |
| 200 Day M A | 32.0879 |
| 50 Day M A | 33.805 |
| Code | CBSE |
| Updated At | 25th of March 2025 |
| Currency Name | US Dollar |
| In Threey Sharp Ratio | 0.37 |
| Type | ETF |
Elevation Series Trust [CBSE] is traded in USA and was established 2020-11-12. The fund is listed under Global Small/Mid Stock category and is part of Changebridge family. The entity is thematically classified as Strategy ETFs. Elevation Series Trust currently have 6.22 M in assets under management (AUM). , while the total return for the last 3 years was 9.6%.
Check Elevation Series Probability Of Bankruptcy
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Elevation Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Elevation Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Elevation Series Trust Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Elevation Series Trust Etf Constituents
| GTLS | Chart Industries | Stock | Industrials | |
| TMDX | TransMedics Group | Stock | Health Care | |
| THRY | Thryv Holdings | Stock | Communication Services | |
| STRL | Sterling Construction | Stock | Industrials | |
| SONY | Sony Group Corp | Stock | Consumer Discretionary | |
| SMLR | Semler Scientific | Stock | Health Care | |
| SKY | Skyline | Stock | Consumer Discretionary | |
| PGNY | Progyny | Stock | Health Care |
Elevation Series Trust Risk Profiles
The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Elevation Series. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
| Risk Adjusted Performance | (0.04) | |||
| Jensen Alpha | (0.12) | |||
| Total Risk Alpha | (0.04) | |||
| Treynor Ratio | 4.55 |
Elevation Series Against Markets
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Elevation Series Trust. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in state. You can also try the Sectors module to list of equity sectors categorizing publicly traded companies based on their primary business activities.
The market value of Elevation Series Trust is measured differently than its book value, which is the value of Elevation that is recorded on the company's balance sheet. Investors also form their own opinion of Elevation Series' value that differs from its market value or its book value, called intrinsic value, which is Elevation Series' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Elevation Series' market value can be influenced by many factors that don't directly affect Elevation Series' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Elevation Series' value and its price as these two are different measures arrived at by different means. Investors typically determine if Elevation Series is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Elevation Series' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.