Overlay Shares Small Cap Equity

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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
13
Number of holdings13
Inception Date
Sep 30, 2019
Inception DateSep 30, 2019

What's in this fund

Sectors

As of February 20, 2025
Industrials17.75%
Financial Services17.31%
Consumer Cyclical14.40%
Technology12.96%
Healthcare10.99%
Real Estate8.93%
Consumer Defensive4.75%
Energy4.57%
Basic Materials3.65%
Communication Services2.79%
Utilities1.90%

Top 10 Holdings (102.51% of total assets)

As of February 20, 2025
NameSymbol% Assets
iShares Core S&P Small-Cap ETF100.09%
Put On S&P 500 Feb250.53%
Put On S&P 500 Feb250.31%
Put On S&P 500 Feb250.31%
Put On S&P 500 Feb250.28%
Put On S&P 500 Feb250.27%
First American Government Obligs X0.22%
Put On S&P 500 Feb250.17%
Put On S&P 500 Feb250.17%
Put On S&P 500 Feb250.16%

OVS Key Statistics

AUM
11.67M
AUM11.67M
Price-Earnings ratio
17.64
Price-Earnings ratio17.64
30-Day yield
1.32
30-Day yield1.32
Average volume
5.64K
Average volume5.64K
High today
$35.95
High today$35.95
Low today
$34.31
Low today$34.31
Open price
$35.95
Open price$35.95
Volume
1.03K
Volume1.03K
52 Week high
$39.38
52 Week high$39.38
52 Week low
$30.96
52 Week low$30.96
Expense ratio
0.83
Expense ratio0.83

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.