Beacon Selective Risk ETF (BSR)

• Market cap: $30.5M
• 1 day: 0.67%
• 5 days: 0.95%
• 1 month: -2.71%
• 3 months: -3.30%
• 6 months: -2.68%
• Year to date: -0.55%
• 1 year: 5.39%
• 5 years: 14.68%
• 10 years: 14.68%

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

3% less capital invested

Capital invested by funds: $30.7M [Q3] → $29.8M (-$948K) [Q4]

1.5% less ownership

Funds ownership: 98.63% [Q3] → 97.13% (-1.5%) [Q4]

25% less funds holding

Funds holding: 4 [Q3] → 3 (-1) [Q4]

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 1