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CBLS - ETF AI Analysis
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Changebridge Capital Long/Short Equity ETF (CBLS)
Rating:68Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown solid gains over the year and in recent months, indicating positive momentum.
Leading Growth Companies in Top Holdings
Several major positions, including well-known technology and infrastructure names, have delivered strong year-to-date performance that supports the fund’s returns.
Broad Sector Diversification
Holdings spread across energy, technology, industrials, consumer cyclical, and other sectors help reduce the impact of weakness in any single industry.
Negative Factors
High Expense Ratio
The fund’s management fee is relatively high, which can eat into investor returns over time compared with lower-cost ETFs.
Heavy U.S. Market Dependence
With most assets invested in U.S. companies, the ETF is heavily tied to the performance and risks of the U.S. market.
Sector Concentration in Energy and Technology
A large portion of the portfolio is in energy and technology stocks, which can increase volatility if these sectors face a downturn.
CBLS vs. SPDR S&P 500 ETF (SPY)
AUM47.98M
RegionNorth America
Expense Ratio1.89%
Beta0.70
IssuerClough
Inception DateNov 13, 2020
Dividend Yield0.85%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume8,637
30 Day Avg. Volume6,658
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
36.20Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering36
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
CBLS Summary
CBLS is an actively managed ETF that uses a long/short stock-picking strategy instead of tracking a traditional index. It mainly invests in U.S. companies across many sectors, including energy, technology, and industrials. Well-known holdings include Alphabet (Google’s parent company) and ASML, a key supplier to the chip industry. Investors might consider CBLS if they want hedge-fund-style strategies in an easy-to-trade ETF, with the potential for growth and some protection in both rising and falling markets. A key risk is that active bets can be wrong, so the fund’s value can still move up and down significantly.
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.-centric mix of tech, energy, and industrial names, with a few clear stars doing the heavy lifting. Transocean and Quanta Services have been powering ahead, giving the fund a strong boost from the energy and infrastructure side. On the tech front, Nvidia and Broadcom are still important engines, but their momentum looks more steady than explosive. SAP, by contrast, has been losing steam lately, acting as a bit of a brake. Overall, the fund feels concentrated in cyclical growth and AI-related themes, with performance driven by a handful of key positions.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| ― | 11.16% | $5.32M | ― | ― | ― | |
| Constellation Energy Corporation | 3.44% | $1.64M | $108.85B | 43.27% | 68 Neutral | |
| Alphabet Class C | 3.08% | $1.47M | $3.73T | 82.50% | 82 Outperform | |
| Champion Homes | 3.06% | $1.46M | $4.34B | -16.52% | 78 Outperform | |
| Service International | 2.98% | $1.42M | $11.06B | 1.35% | 67 Neutral | |
| SAP AG | 2.83% | $1.35M | $217.62B | -27.60% | 69 Neutral | |
| Adobe | 2.79% | $1.33M | $112.36B | -37.60% | 80 Outperform | |
| Rollins | 2.75% | $1.31M | $26.98B | 10.92% | 79 Outperform | |
| Solaris Energy Infrastructure | 2.73% | $1.30M | $3.79B | 119.29% | 69 Neutral | |
| Southern Copper | 2.58% | $1.23M | $157.28B | 120.52% | 73 Outperform |
CBLS Technical Analysis
Negative
―
Price Trends
29.72
Negative
28.71
Positive
28.48
Positive
Market Momentum
-0.21
Positive
36.75
Neutral
11.35
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For CBLS, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 30.00, equal to the 50-day MA of 29.72, and equal to the 200-day MA of 28.48, indicating a neutral trend. The MACD of -0.21 indicates Positive momentum. The RSI at 36.75 is Neutral, neither overbought nor oversold. The STOCH value of 11.35 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for CBLS.
CBLS Peer Comparison
Comparison Results
Performance Comparison
CBLS
Changebridge Capital Long/Short Equity ETF
29.03
3.36
13.09%
BAMD
Brookstone Dividend Stock ETF
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SOVF
Sovereign's Capital Flourish Fund
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STNC
Stance Equity ESG Large Cap Core ETF
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―
―
SEPI
Shelton Equity Premium Income ETF
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―
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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.
Disclaimer
This 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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