Cambria Trinity ETF (TRTY)
BATS BATS Primary Summary
TRTY Chart
Cambria Trinity ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Daren Blonski Fermata Advisors LLC | 149,337 | $3.78M | $4.58M | $794,836.4 | 21.02% |
 Justin Dausch ALM First Financial Advisors LLC | 2.27M | $57.29M | $69.74M | $12.45M | 21.73% |
| RZ Rich Zeitz Bravias Capital Group LLC | 85,393 | $2.24M | $2.61M | $375,689.68 | 16.78% |
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Cambria Trinity ETF Profile
| BATS Exchange | US Country |
Overview
This fund is designed for investors seeking a diversified investment portfolio through exposure to a variety of asset classes and investment strategies. By primarily investing in a mix of affiliated and unaffiliated exchange-traded funds (ETFs) and other exchange-traded products (ETPs), the fund aims to allocate its assets across multiple sectors including equity and fixed income securities, real estate, commodities, and currencies. It also focuses on incorporating factors such as value, momentum, and trend investing into its selection process, aiming to capitalize on different market conditions and investment opportunities. The fund operates under the principle of maintaining at least 80% of its total assets in these underlying vehicles, ensuring a significant commitment to its core investment strategy under normal market conditions.
Products and Services
- Exchange-Traded Funds (ETFs) and Products (ETPs)
The fund predominantly invests in a diversified portfolio of ETFs and ETPs. These products offer the advantage of trading like company stocks while providing exposure to a broad spectrum of assets, from traditional equity and fixed income securities to more specialized markets like real estate, commodities, and currencies. This allows for a high level of diversification and the ability to quickly adjust the portfolio in response to changing market conditions.
- Equity and Fixed Income Securities
By investing in ETFs and ETPs that focus on equity and fixed income securities, the fund aims to balance growth through stocks with the steadier income provided by bonds. This blend seeks to mitigate risk while pursuing appreciation and income, making it suitable for a broad range of investment objectives.
- Real Estate, Commodities, and Currencies
The fund extends its reach beyond traditional asset classes by investing in ETFs and ETPs focused on real estate, commodities, and currencies. These sectors offer unique benefits such as hedge against inflation, access to global markets, and diversification outside of the financial markets directly affected by stock and bond market movements.
- Factor Investing: Value, Momentum, and Trend
Factoring in elements such as value, momentum, and trend investing into its strategy, the fund seeks to capitalize on specific market efficiencies and anomalies. Value investing focuses on undervalued assets, momentum investing aims at capitalizing on market trends, and trend investing involves following established market directions. Each of these strategies can offer pathways to potential returns through distinct and disciplined investment philosophies.
