A smart beta exchange traded fund, the Pacer US Small Cap Cash Cows ETF (CALF) debuted on 06/16/2017, and offers broad exposure to the Style Box - Small Cap Value category of the market.
Launched on June 16, 2017, the Pacer US Small Cap Cash Cows ETF (CALF) is a passively managed exchange traded fund designed to provide a broad exposure to the Small Cap Value segment of the US equity market.
Launched on 06/16/2017, the Pacer US Small Cap Cash Cows ETF (CALF) is a smart beta exchange traded fund offering broad exposure to the Style Box - Small Cap Value category of the market.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 24,219 | $1.07M | $1.27M | $203,107.73 | 19.04% |
| TMB Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 12,792 | $574,199.67 | $670,684.56 | $96,484.89 | 16.8% |
| CE Curtis Ellergodt Rothschild Investment LLC | 485 | $21,126.8 | $25,428.55 | $4,301.75 | 20.36% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 28,411 | $1.27M | $1.49M | $213,442.66 | 16.77% |
| RS Ramu Singh CALTON & ASSOCIATES Inc. | 8,580 | $321,750 | $449,849.4 | $128,099.4 | 39.81% |
| BATS Exchange | US Country |
This financial entity is designed to cater to investors looking for exposure to small-capitalization U.S. companies exhibiting high free cash flow yields. By committing at least 80% of its total assets (excluding collateral from securities lending) to the constituents of its guiding index, the fund follows a disciplined investment approach. The methodology behind the selection of these companies is rooted in objective, rules-based criteria, ensuring that investments are made into firms that not only have small market capitalizations but also demonstrate strong free cash flow yields. This strategic focus aims to cater to investors who are in pursuit of growth opportunities within the smaller segment of the marketplace while still emphasizing cash flow–a marker of financial health and potential for reinvestment and growth.
This product is the core offering of the company, where it actively manages an investment fund focused on mirroring the performance of a pre-defined index of small-capitalization U.S. companies with high free cash flow yields. The fund aims to achieve returns that are reflective of the overall performance of its target index, which is meticulously constructed using an objective, rules-based methodology. The emphasis is on investing in companies that are not only small by market capitalization criteria but also demonstrate significant free cash flow yields, indicating their ability to generate more cash than they use, a sign of financial health and the potential for growth and dividend distribution.