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Strategy Shares Newfound/ReSolve Robust Momentum ETF(ROMO)

Description: The investment seeks to provide investment returns that correspond, before fees and expenses, to the performance of the Newfound/ReSolve Robust Equity Momentum Index. The fund employs a passive management investment approach designed to track the total return performance, before fees and expenses, of the Newfound/ReSolve Robust Equity Momentum Index. The index uses a quantitative, rules-based methodology to provide exposure to broad U.S. equity, international equity, and emerging market equity indices, to the extent that such equity indices are exhibiting positive momentum relative to U.S. Treasury market indices.


Keywords: Investment Management Stock Market Index U.S. Treasury Passive Management Fundamentally Based Indexes

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ROMO Technical Analysis

Exchange: BATS

Country: US

Currency: US Dollar ($)

Category: Allocation--70% to 85% Equity

Asset Allocation
Asset Class Long % Short % Net Assets
Bond 62.43 0.00 62.43
Stock non-US 30.71 0.00 30.71
Stock US 6.40 0.00 6.40
Cash 0.40 0.01 0.39
Other 0.05 0.00 0.05
NotClassified 0.02 0.00 0.02
Sector Weights
Sector Equity % Relative to Category
Financial Services 17.26 15.85
Industrials 14.76 10.96
Healthcare 13.17 13.82
Consumer Cyclicals 10.84 10.52
Technology 10.74 17.97
Consumer Defensive 9.30 6.76
Basic Materials 7.11 4.53
Communication Services 5.27 7.46
Energy 4.70 5.51
Real Estate 3.68 3.58
Utilities 3.17 3.03
World Regions
Region Equity % Relative to Category
Europe Developed 39.65 9.48
Japan 18.80 2.86
North America 17.25 78.15
United Kingdom 12.47 2.99
Australasia 7.12 0.79
Asia Developed 3.69 2.08
Africa/Middle East 0.82 0.48
Asia Emerging 0.11 2.44
Latin America 0.07 0.67
Europe Emerging 0.01 0.06
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