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CBSE - ETF AI Analysis
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Changebridge Capital Sustainable Equity ETF (CBSE)
Rating:66Neutral
Price Target:―
Positive Factors
Strong Year-to-Date Performance
The ETF has delivered solid year-to-date returns, indicating strong overall momentum in 2023.
Sector Diversification
The fund is spread across multiple sectors, including Industrials, Materials, and Consumer Cyclical, which helps reduce reliance on any single industry.
Sustainable Focus
The ETF emphasizes sustainable investments, appealing to investors who prioritize environmental and socially responsible strategies.
Negative Factors
High Expense Ratio
The ETF charges a relatively high expense ratio compared to many passive funds, which can eat into investor returns over time.
Over-Concentration in U.S. Market
With over 96% of its exposure in the U.S., the fund lacks geographic diversification and is vulnerable to domestic market downturns.
Mixed Performance in Top Holdings
Some top holdings, like Select Energy Services, have underperformed year-to-date, potentially dragging on overall returns.
CBSE vs. SPDR S&P 500 ETF (SPY)
AUM37.71M
RegionNorth America
Expense Ratio0.86%
Beta1.24
IssuerClough
Inception DateNov 13, 2020
Dividend Yield0.3%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume3,645
30 Day Avg. Volume6,572
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
49.50Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering39
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
CBSE Summary
The Changebridge Capital Sustainable Equity ETF (CBSE) is an investment fund that focuses on sustainability and growth by investing in companies that follow strong environmental, social, and governance (ESG) practices. It includes a mix of industries such as technology, energy, and consumer goods, with well-known companies like Newmont Mining and Cadence Design in its portfolio. This ETF is a good option for investors who want to diversify their investments while supporting responsible business practices. However, new investors should be aware that the fund’s performance can fluctuate with the overall market, as it invests across various sectors.
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
The Changebridge Capital Sustainable Equity ETF (CBSE) showcases a diverse portfolio with a clear focus on sustainability and growth, but recent performance has been a mixed bag. Rising stars like GeneDx Holdings and TransMedics Group are driving momentum, thanks to strong revenue growth and strategic initiatives. Meanwhile, Microsoft and Reddit are lagging, weighed down by valuation concerns and bearish technical trends. The fund leans heavily into sectors like energy and technology, reflecting its commitment to innovation and ESG principles, while maintaining a U.S.-centric exposure that balances established leaders with emerging disruptors.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Unity Software | 3.14% | $1.18M | $21.17B | 87.52% | 65 Neutral | |
| Solaris Energy Infrastructure | 3.09% | $1.16M | $3.68B | 71.34% | 69 Neutral | |
| Warby Parker | 3.04% | $1.15M | $2.84B | 25.67% | 54 Neutral | |
| SiTime Corporation | 3.01% | $1.14M | $9.57B | 44.18% | 61 Neutral | |
| Transocean | 2.99% | $1.13M | CHF3.92B | 5.13% | 60 Neutral | |
| Reddit Inc Class A | 2.99% | $1.13M | $44.74B | 45.62% | 75 Outperform | |
| TJX Companies | 2.97% | $1.12M | $170.66B | 23.14% | 79 Outperform | |
| Quanta Services | 2.96% | $1.11M | $68.29B | 38.28% | 78 Outperform | |
| Helmerich & Payne | 2.93% | $1.10M | $2.93B | -10.02% | 73 Outperform | |
| TechnipFMC | 2.92% | $1.10M | $18.55B | 49.56% | 80 Outperform |
CBSE Technical Analysis
Positive
―
Price Trends
40.34
Positive
39.83
Positive
36.30
Positive
Market Momentum
0.43
Negative
64.14
Neutral
88.22
Negative
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 39.42, equal to the 50-day MA of 40.34, and equal to the 200-day MA of 36.30, indicating a bullish trend. The MACD of 0.43 indicates Negative momentum. The RSI at 64.14 is Neutral, neither overbought nor oversold. The STOCH value of 88.22 is Negative, 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
41.46
7.40
21.73%
RVER
Trenchless Fund ETF
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BAMD
Brookstone Dividend Stock ETF
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STNC
Stance Equity ESG Large Cap Core ETF
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STOX
Horizon Core Equity ETF
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RFDA
RiverFront Dynamic US Dividend Advantage 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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