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Beacon Tactical Alternatives Risk (BTA) ETF Holdings & Analysis
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What BTA does
BTA is an actively managed fund-of-funds that seeks long-term capital appreciation. It uses a risk-parity framework to hold a diversified mix of alternative asset classes, including currencies, commodities, and fixed-income securities, primarily through investments in other ETFs. The fund also employs a proprietary targeted loss-reduction strategy to manage risk as market conditions change.
Fund profile
Top holdings
| Holding | Weight | |
|---|---|---|
| WISDOMTREE BBG USD BULLIS | 35.48% | |
| SIMPLIFY-MF STRT | 20.22% | |
| INVESCO OPTIMUM YIELD DIV | 15.82% | |
| KFA MOUNT LUCAS | 6.67% | |
| FIRST TRUST MORNINGSTAR M | 6.57% | |
| SPDR BLOOMBERG I | 3.72% | |
| VANGUARD SHORT-T | 3.70% | |
| VANGUARD-S/T COR | 3.68% | |
| VANG SH TERM TIP | 3.64% | |
| BBH SWEEP VEHICLE | 0.49% |
Sector allocation
| Financial Services | 99.56% |
| Cash & Others | 0.44% |
Geographic allocation
| United States | 99.56% |
| Other | 0.44% |
PortView Portfolio Insights
PortView analyzes how BTA fits your actual portfolio — position weight, ETF overlap with your other funds, sector and geographic exposure, concentration, and how this fund contributes to your portfolio risk and return. Connect a portfolio to see your personalized figures; PortView never shows another user's private holdings.
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Frequently asked questions
- What does BTA track?
- BTA is the Beacon Tactical Alternatives Risk ETF, a Other ETF.
- What is the expense ratio of BTA?
- Expense ratio data for BTA is shown on the page when available from our data provider.
- What are the largest holdings in BTA?
- Top holdings include USDU, CTA, PDBC, KMLM, FMF.
- How can PortView analyze BTA overlap with other ETFs?
- PortView computes the holdings overlap between BTA and the other ETFs and stocks you own, plus your combined sector and geographic exposure, so you can see true diversification.
The information provided by PortView is for informational and educational purposes only and does not constitute investment advice. Market data may be delayed. Past performance does not guarantee future results.