CoreValues Alpha Greater China Growth ETF

1D
1W
1M
3M
YTD
1Y
5Y
ALL

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About CGRO

CGRO seeks long-term capital appreciation by actively investing in 30 to 40 Chinese companies operating in high-growth sectors. The portfolio is constructed using core values approach that considers US national security, American values, and national interests. 

Index-Tracked
Index-Tracked
Category
China Region
CategoryChina Region
Number of holdings
34
Number of holdings34
Inception Date
Oct 2, 2023
Inception DateOct 2, 2023

What's in this fund

Sectors

As of December 19, 2024
Consumer Cyclical50.64%
Technology18.42%
Communication Services13.50%
Industrials7.11%
Consumer Defensive3.88%
Financial Services3.66%
Real Estate2.79%

Top 10 Holdings (63.22% of total assets)

As of December 19, 2024
NameSymbol% Assets
Xiaomi Corp Class B01810 (XHKG)9.59%
PDD HoldingsPDD8.41%
Tencent Holdings Ltd00700 (XHKG)8.01%
Trip.com GroupTCOM7.53%
BYD Co Ltd Class H01211 (XHKG)6.86%
Meituan Class B03690 (XHKG)6.31%
Contemporary Amperex Technology Co Ltd Class A300750 (XSHE)4.79%
Luckin Coffee Inc ADRLKNCY (PINX)4.08%
Full Truck Alliance Co. Ltd. American Depositary Shares (each representing 20 Class A Ordinary Shares)YMM3.84%
JD.com Inc Ordinary Shares - Class A09618 (XHKG)3.80%

CGRO Key Statistics

AUM
7.64M
AUM7.64M
Price-Earnings ratio
21.32
Price-Earnings ratio21.32
30-Day yield
0.12
30-Day yield0.12
Average volume
41.30
Average volume41.30
High today
High today
Low today
Low today
Open price
Open price
Volume
0.00
Volume0.00
52 Week high
$28.57
52 Week high$28.57
52 Week low
$17.88
52 Week low$17.88
Expense ratio
0.89
Expense ratio0.89

Average Annual Return

All investments involve risks, including the loss of principal. Performance data represents past performance and is no guarantee of future results. Investment returns and principal value will fluctuate and are subject to market volatility. An investment, when redeemed, may be worth more or less than the original cost. Current performance may be lower or higher than the performance data quoted.