The Brinsmere Fund - Conservative ETFTBFC

ETFMilwaukee
Type
ETF
Peer group
Allocation
Net assets
$340.9M
Expense ratio
0.44%
1-year return
+10.2%
3 years, a year
—
5 years, a year
—
12-month yield
2.42%
Holdings
29

What it aims to do.

The Brinsmere Fund Conservative ETF (the Conservative ETF or Fund) seeks long-term capital appreciation in a manner that is consistent with capital preservation.

Top 10 holdings.

Holding% of fund
Vanguard Intermediate-Term Tre11.64%
Vanguard Intermediate-Term Cor11.57%
Vanguard Short-Term Inflation-8.06%
iShares MBS ETF6.58%
State Street SPDR Portfolio S&6.57%
iShares 7-10 Year Treasury Bon4.94%
Xtrackers USD High Yield Corpo4.26%
Vanguard Long-Term Treasury ET4.21%
Invesco S&P 500 Momentum ETF3.54%
Vanguard Value ETF2.66%

More on TBFC.

Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.