TBMD — Tactical Income ETF

Data updated: 2020-11-19

TBMD — Tactical Income ETF data: holdings, portfolio allocation, expenses, performance, cashflows, risk and SEC filings. Money Market · $28.69M AUM · 2.09% expense ratio. From SEC regulatory filings.

TBMD Fund Overview

TBMD — Tactical Income ETF is a US mutual fund managed by Collaborative Investment Series Trust, categorised as Money Market. ABC INVEST provides holdings, performance, costs, cashflows, risk data, prospectus documents and SEC filings, sourced from SEC filings.

  • Type: US mutual fund
  • Manager: Collaborative Investment Series Trust
  • Category: Money Market
  • Assets under management: $28.69M
  • Ticker: TBMD
  • SEC CIK: 0001719812
  • SEC series ID: S000065079
  • Share class ID: C000210747

TBMD Costs and Fees

TBMD costs about $209 per $10,000 invested per year in fund expenses.

  • Net expense ratio: 2.09%
  • Gross expense ratio: 2.16%
  • Portfolio turnover: 2792%
  • Brokerage commissions: 51.88 bps of average net assets (SEC N-CEN)

TBMD Cashflows

Over the 12 months to 2020-09, Tactical Income ETF had net inflows of $47.81M, from monthly SEC N-PORT filings.

MonthNet flow
2020-09$594.68K
2020-08$600.27K
2020-07$2.36M
2020-06$1.72M
2020-05$2.26M
2020-04$567.44K

TBMD Debt Constituents

No individual debt constituents are reported in Tactical Income ETF's latest SEC N-PORT filing.

TBMD Prospectus and SEC Filings

Official Tactical Income ETF filings on SEC EDGAR — prospectus, portfolio holdings and annual reports.

Related Funds

Other Money Market funds tracked on ABC INVEST:

Data Sources

ABC INVEST compiles this page from public filings made to the U.S. Securities and Exchange Commission (SEC) through EDGAR: portfolio holdings and monthly cashflows from Form N-PORT, expenses and returns from fund prospectuses (Form 485BPOS) and the SEC DERA Risk/Return Summary data sets, annual data from Form N-CEN, and shareholder reports from Form N-CSR.