The Westwood LBRTY Global Equity ETF (BFRE) utilizes a distinctive, systematic methodology to foster broad diversification across sectors and nations. It selectively invests in economies that uphold civil liberties, foster open markets, and demonstrate limited authoritarian tendencies. This investment approach is grounded in academic findings that link democratic systems to superior economic growth and stability. The fund offers wide-ranging exposure to both developed and emerging global economies, concurrently reducing its direct and indirect ties to autocratic countries. A stringent screening process filters out entities subject to substantial political oversight or economic limitations. Holdings are allocated based on market capitalization, with a primary focus on large- and mid-cap equities. Minimum market capitalization requirements are tailored to each specific region. The underlying index undergoes quarterly rebalancing, capping individual positions at a maximum weight of 4.5%.

Technology

Financial Services

Consumer Defensive

Consumer Cyclical

Industrials

Healthcare

Communication Services

Basic Materials

Utilities

Real Estate

Westwood LBRTY Global Equity ETF

BFRE Holdings & Sector Breakdown

BFRE Holdings & Sector Breakdown