- What are the top holdings of BLUI?
- Bluemonte Diversified Income ETF holds 0 securities in total. The largest positions and their portfolio weights are listed on the Holdings tab.
- How many holdings does BLUI have?
- BLUI holds 0 positions as reported by the fund's most recent disclosure.
- What sectors does BLUI invest in?
- Bluemonte Diversified Income ETF (BLUI) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.
- What sector is BLUI most exposed to?
- BLUI's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.
- Is BLUI a US-only fund?
- The country allocation card on this page shows BLUI's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.
- What does BLUI invest in?
- BLUI seeks total return and income by investing in ETFs with exposure to income-oriented investments: debt securities and income-producing equities from around the world. The fund primarily invests in underlying funds with exposure to corporate and/or government bonds of any maturity or credit quality. The equity portion includes funds with exposure to common & preferred stocks and REITs. The fund employs a top-down approach, utilizing macro analysis. Through a fundamental analysis, the fund then employs bottom-up research to select funds. The sub-adviser identifies and determines the desired allocation mix and return profile, selecting funds believed to represent an asset class, are reasonably priced, and reflect relative performance when compared to similar ETFs. In assessing actively managed ETFs, the fund performs an analysis of an underlying funds management. As an actively managed ETF, the fund manager has full discretion to adjust the portfolio at any time.
