The Brinsmere Fund Conservative ETF (TBFC) is an actively managed "fund of funds" designed to achieve its investment objectives by strategically allocating capital across a globally diversified array of equity and bond markets. Its unique approach involves the systematic adjustment of its underlying holdings, guided by two distinct, proprietary strategies: SMB and CAAR. These methodologies, developed by the fund's investment adviser, The Milwaukee Company, operate entirely independently. Both SMB and CAAR are instrumental in systematically rebalancing the fund's underlying investments, a process rooted in a sophisticated framework of proprietary risk-management techniques.

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Technology

Financial Services

Industrials

Healthcare

Consumer Cyclical

Energy

Communication Services

Consumer Defensive

Basic Materials

Real Estate

Brinsmere Fund Conservative ETF

The fund is an actively managed fund of funds, which seeks to achieve its investment objective by investing in a globally diversified portfolio of equity and bond markets. It systematically adjusts its holdings using two proprietary strategies developed by the fund’s investment adviser, The Milwaukee Company, that are run independently. Those strategies are the SMB and the CAAR. SMB and CAAR systematically rebalance the underlying funds in which the fund may invest based on a set of proprietary risk-management techniques.

TBFC Holdings & Sector Breakdown