CBLS - ETF AI Analysis
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Changebridge Capital Long/Short Equity ETF (CBLS)
Rating:60Neutral
Price Target:―
Positive Factors
Strong Year-To-Date Performance
The ETF has delivered strong gains so far this year, indicating positive recent momentum for investors.
Several Strong-Performing Top Holdings
Key positions like 10x Genomics, Marvell, Venture Global, Nvidia, Starbucks, and Select Energy Services have shown strong performance, helping support the fund’s overall returns.
Broad Sector Diversification
Holdings spread across consumer cyclical, technology, energy, health care, and several other sectors help reduce the impact of weakness in any single industry.
Negative Factors
High Expense Ratio
The fund’s relatively high fees can eat into investor returns compared with lower-cost ETFs.
Heavy U.S. Concentration
With most assets in U.S. companies, the ETF offers limited geographic diversification and is more exposed to U.S.-specific market and economic risks.
Mixed Performance Among Top Holdings
Some major positions, including Meta Platforms, Service International, and Constellation Energy, have shown weak or lagging performance, which can drag on overall results.
CBLS vs. SPDR S&P 500 ETF (SPY)
AUM56.73M
RegionNorth America
Expense Ratio1.89%
Beta0.59
IssuerClough
Inception DateNov 13, 2020
Dividend Yield0.8%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume819
30 Day Avg. Volume3,913
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
37.50Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering39
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
CBLS Summary
CBLS is the Changebridge Capital Long/Short Equity ETF, a U.S.-focused fund that doesn’t track a traditional index but follows a long/short stock-picking strategy across many sectors, including technology, consumer, and energy. It holds well-known companies like Meta Platforms, Nvidia, and Starbucks, along with smaller, less familiar names. Investors might consider CBLS for active, growth-oriented management and diversification beyond simple index funds. However, because it uses a hedge-fund-like long/short approach and is heavily invested in stocks, its value can be volatile and may go up or down significantly with market conditions.
How much will it cost me?The Changebridge Capital Long/Short Equity ETF (CBLS) has an expense ratio of 1.9%, which means you’ll pay $19 per year for every $1,000 invested. This is higher than average because it is actively managed, employing a hedge fund-like strategy to navigate complex markets and optimize returns.
What would affect this ETF?The Changebridge Capital Long/Short Equity ETF (CBLS) could benefit from growth in the technology sector, which makes up a significant portion of its holdings, as well as strong performance from top companies like Microsoft and Nvidia. However, rising interest rates or economic slowdowns could negatively impact consumer cyclical and financial sectors, which are also key exposures for the fund. Additionally, regulatory changes or geopolitical tensions affecting North American markets could pose risks to its U.S.-focused investments.
CBLS Top 10 Holdings
CBLS is leaning into a U.S.-focused mix of tech, consumer, and energy names, with a few clear drivers setting the tone. Vertiv has been a standout earlier in the year but is now catching its breath, while e.l.f. Beauty and Kontoor Brands are still rising and giving the fund some consumer flair. Materials exposure via Freeport-McMoRan and Southern Copper has been steady to upbeat, helping when commodity sentiment improves. On the flip side, Nu Holdings and Constellation Energy look more mixed to lagging, occasionally acting like sandbags on an otherwise nimble, stock-picking strategy.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Freeport-McMoRan | 3.29% | $1.86M | $99.98B | 70.07% | 67 Neutral | |
| Agnico Eagle | 3.21% | $1.82M | $91.18B | 33.23% | 80 Outperform | |
| Snowflake | 3.18% | $1.80M | $114.55B | 74.50% | 54 Neutral | |
| Southern Copper | 3.13% | $1.77M | $166.08B | 116.02% | 73 Outperform | |
| Venture Global, Inc. Class A | 3.03% | $1.71M | $32.94B | 18.14% | 58 Neutral | |
| e.l.f. Beauty | 2.93% | $1.66M | $5.81B | -14.71% | 68 Neutral | |
| Baker Hughes Company | 2.93% | $1.66M | $61.10B | 50.05% | 76 Outperform | |
| Broadcom | 2.89% | $1.64M | $2.04T | 38.99% | 76 Outperform | |
| APA | 2.89% | $1.64M | $13.18B | 105.92% | 73 Outperform | |
| Cerebras Systems, Inc. Class A | 2.89% | $1.63M | $62.86B | ― | ― |
CBLS Technical Analysis
Neutral
―
Price Trends
32.12
Negative
31.71
Negative
30.25
Positive
Market Momentum
-0.38
Negative
47.12
Neutral
86.77
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For CBLS, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 30.95, equal to the 50-day MA of 32.12, and equal to the 200-day MA of 30.25, indicating a neutral trend. The MACD of -0.38 indicates Negative momentum. The RSI at 47.12 is Neutral, neither overbought nor oversold. The STOCH value of 86.77 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for CBLS.
CBLS Peer Comparison
Comparison Results
Performance Comparison
CBLS
Changebridge Capital Long/Short Equity ETF
31.02
2.86
10.16%
BAMD
Brookstone Dividend Stock ETF
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STNC
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YALL
God Bless America ETF
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PFOE
Pathfinder Focused Opportunities ETF
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SOVF
Sovereign's Capital Flourish Fund
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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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