Overlay Shares Small Cap Equity

1D
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1Y
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About OVS

OVS is actively managed to provide exposure to small cap U.S. equities combined with a put spread option overlay strategy. The listed name for OVS is Overlay Shares Small Cap Equity ETF. 

Index-Tracked
Index-Tracked
Category
Small Blend
CategorySmall Blend
Number of holdings
8
Number of holdings8
Inception Date
Sep 30, 2019
Inception DateSep 30, 2019

What's in this fund

Sectors

As of December 19, 2024
Financial Services18.13%
Industrials17.68%
Consumer Cyclical14.15%
Technology13.11%
Healthcare10.65%
Real Estate8.56%
Energy4.34%
Consumer Defensive4.34%
Basic Materials4.12%
Communication Services3.01%
Utilities1.91%

Top Holdings (106.31% of total assets)

As of December 19, 2024
NameSymbol% Assets
iShares Core S&P Small-Cap ETF99.45%
Put On S&P 500 Dec242.60%
Put On S&P 500 Dec241.49%
Put On S&P 500 Dec241.36%
Put On S&P 500 Dec240.99%
First American Government Obligs X0.42%

OVS Key Statistics

AUM
11.42M
AUM11.42M
Price-Earnings ratio
17.64
Price-Earnings ratio17.64
30-Day yield
0.51
30-Day yield0.51
Average volume
12.30K
Average volume12.30K
High today
$35.62
High today$35.62
Low today
$35.62
Low today$35.62
Open price
$35.62
Open price$35.62
Volume
303.00
Volume303.00
52 Week high
$39.38
52 Week high$39.38
52 Week low
$30.64
52 Week low$30.64
Expense ratio
0.88
Expense ratio0.88

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.