CBSE - ETF AI Analysis
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Changebridge Capital Sustainable Equity ETF (CBSE)
Rating:63Neutral
Price Target:―
Positive Factors
Strong Year-To-Date Performance
The ETF has delivered strong gains so far this year, suggesting its strategy has worked well in the recent market environment.
Leading Growth Companies in Top Holdings
Several major positions, including well-known growth names and innovative smaller firms, have shown strong performance and help drive the fund’s returns.
Broad Sector Diversification
The ETF spreads its investments across many sectors such as consumer, technology, energy, health care, and materials, which helps reduce the impact of weakness in any single industry.
Negative Factors
High Expense Ratio
The fund’s relatively high annual fee means more of your returns go to costs compared with lower-cost ETFs.
Short-Term Performance Volatility
Recent one-month results have been weak, showing that the ETF’s returns can be bumpy over shorter time periods.
Heavy U.S. Market Concentration
With almost all assets in U.S. companies, the fund offers little geographic diversification and is highly sensitive to the U.S. market.
CBSE vs. SPDR S&P 500 ETF (SPY)
AUM50.18M
RegionNorth America
Expense Ratio0.85%
Beta1.18
IssuerClough
Inception DateNov 13, 2020
Dividend Yield0.28%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume16,056
30 Day Avg. Volume9,427
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
59.14Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering38
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
CBSE Summary
Changebridge Capital Sustainable Equity ETF (CBSE) is an actively managed fund that invests in a wide range of U.S. companies with a focus on sustainability. It follows a total-market, broad-based theme, aiming to own both well-known leaders and smaller growing businesses across sectors like technology, consumer, and energy. Well-known holdings include Meta Platforms and Nvidia. Someone might invest in CBSE to get diversified stock exposure while supporting companies that follow environmental and social responsibility standards. A key risk is that it still invests in stocks, so its value can go up and down with the overall market.
How much will it cost me?The Changebridge Capital Sustainable Equity ETF (CBSE) has an expense ratio of 0.86%, meaning you’ll pay $8.60 per year for every $1,000 invested. This is higher than average because the fund is actively managed, focusing on sustainability and growth, which requires more research and management compared to passively managed ETFs. It’s designed for investors who value ESG principles and are willing to pay a bit more for a specialized approach.
What would affect this ETF?The Changebridge Capital Sustainable Equity ETF (CBSE) could benefit from growing interest in ESG-focused investments, as more investors prioritize sustainability and responsible business practices. Positive trends in sectors like technology and energy, along with a strong focus on North American markets, may also drive growth. However, potential risks include economic downturns affecting cyclical sectors like consumer discretionary and materials, as well as regulatory changes impacting ESG standards or specific industries within the ETF's portfolio.
CBSE Top 10 Holdings
CBSE leans into U.S. energy and consumer names, with Venture Global, Helix Energy, and Select Energy Services acting as key engines of recent gains as their shares have been rising on strong earnings and upbeat sentiment. On the consumer side, e.l.f. Beauty has been another bright spot, while Starbucks looks more mixed, with momentum cooling as profitability pressures linger. RH and Nu Holdings are more like weights in the backpack, lagging and tempering overall returns. Overall, the fund is U.S.-centric, with a tilt toward energy and consumer-driven growth stories.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| ― | 5.06% | $2.53M | ― | ― | ― | |
| Agnico Eagle | 3.68% | $1.84M | $106.11B | 54.22% | 80 Outperform | |
| Select Energy Services | 3.10% | $1.55M | $2.64B | 157.56% | 62 Neutral | |
| Starbucks | 2.98% | $1.49M | $119.68B | 17.42% | 56 Neutral | |
| Helix Energy | 2.95% | $1.47M | $1.54B | 82.98% | 71 Outperform | |
| Baker Hughes Company | 2.93% | $1.47M | $64.01B | 50.48% | 76 Outperform | |
| Southern Copper | 2.91% | $1.46M | $164.38B | 115.99% | 73 Outperform | |
| Freeport-McMoRan | 2.88% | $1.44M | $99.21B | 70.71% | 67 Neutral | |
| APA | 2.88% | $1.44M | $15.22B | 113.62% | 73 Outperform | |
| 10x Genomics | 2.84% | $1.42M | $8.10B | 365.49% | 60 Neutral |
CBSE Technical Analysis
Positive
―
Price Trends
49.03
Negative
47.95
Positive
44.49
Positive
Market Momentum
-0.05
Negative
52.06
Neutral
34.53
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For CBSE, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 47.61, equal to the 50-day MA of 49.03, and equal to the 200-day MA of 44.49, indicating a neutral trend. The MACD of -0.05 indicates Negative momentum. The RSI at 52.06 is Neutral, neither overbought nor oversold. The STOCH value of 34.53 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for CBSE.
CBSE Peer Comparison
Comparison Results
Performance Comparison
CBSE
Changebridge Capital Sustainable Equity ETF
48.55
9.97
25.84%
STNC
Stance Equity ESG Large Cap Core ETF
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SOVF
Sovereign's Capital Flourish Fund
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YALL
God Bless America ETF
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PFOE
Pathfinder Focused Opportunities ETF
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VAMO
Cambria Value & Momentum ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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