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ClearShares OCIO ETF(OCIO)

Description: The investment seeks to outperform a traditional 60/40 mix of global equity and fixed-income investments. The fund is expected to typically invest approximately 40% to 70% of its total assets in underlying funds that principally invest in equity securities of any market capitalization. It is expected to typically invest approximately 20% to 50% of its total assets in underlying funds that principally invest in debt obligations.


Keywords: Exchange Traded Fund Private Equity Stock Fund

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OCIO Technical Analysis

Exchange: NYSE ARCA

Country: US : United States of America

Currency: US Dollar ($)

Category: Allocation--50% to 70% Equity

Asset Allocation
Asset Class Long % Short % Net Assets
Stock US 44.04 0.00 44.04
Bond 24.79 0.00 24.79
Cash 17.94 0.22 17.72
Stock non-US 13.43 0.00 13.43
Other 0.01 0.00 0.01
NotClassified 0.01 0.00 0.01
Sector Weights
Sector Equity % Relative to Category
Financial Services 16.04 14.79
Technology 15.83 19.89
Healthcare 13.79 15.70
Industrials 11.49 10.42
Consumer Defensive 8.87 7.00
Consumer Cyclicals 8.75 10.45
Real Estate 6.75 2.62
Communication Services 5.79 6.71
Energy 5.06 5.56
Basic Materials 4.00 3.64
Utilities 3.63 3.23
World Regions
Region Equity % Relative to Category
North America 78.15 84.72
Europe Developed 8.50 6.92
Japan 3.97 2.05
United Kingdom 2.90 2.65
Asia Emerging 2.02 1.25
Asia Developed 1.97 1.23
Australasia 1.48 0.55
Africa/Middle East 0.57 0.24
Latin America 0.37 0.35
Europe Emerging 0.08 0.03
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