SPBC - Simplify US Equity PLUS B... Analysis | Stock Taper
Logo

SPBC

Simplify US Equity PLUS Bitcoin Strategy ETF
Simplify US Equity PLUS Bitcoin Strategy ETF Simplify
$47.82 -0.49% (-0.23)

Managing Company Simplify
Asset Under Management $44.35M
Inception Date May 24, 2021
Expense Ratio 0.54%
52w High $48.72
52w Low $40.29
Volume 344
Avg Volume 5,292
Asset Class Equity

About Simplify US Equity PLUS Bitcoin Strategy ETF

SPBC adds Bitcoin exposure to a portfolio of US equities. The fund invests at least 80% of its assets in US equity securities, which include common stocks, preferred stocks, or futures on common or preferred stocks via ETFs and futures. SPBC does not hold physical Bitcoin or invest directly in Bitcoin, Bitcoin futures, or other cryptocurrencies. Instead, the fund aims to allocate 10% of its total...

SECTOR HOLDINGS

Technology Technology
39.83%
Financial Services Financial Services
11.01%
Communication Services Communication Services
10.47%
Consumer Cyclical Consumer Cyclical
9.64%
Healthcare Healthcare
8.20%
Industrials Industrials
7.75%
Consumer Defensive Consumer Defensive
4.44%
Energy Energy
3.18%
Utilities Utilities
2.05%
Real Estate Real Estate
1.77%
Basic Materials Basic Materials
1.66%

ASSET ALLOCATION BY REGION

United States flag United States
89.02%
Other
10.98%

Holdings (Top 20)

This ETF does not hold any stocks listed on the NYSE or NASDAQ exchanges.