Tactical Moderate Allocation Fund

Tactical Moderate Allocation Fund is a registered fund series of Collaborative Investment Series Trust (series S000064924). Net assets $37.0M as of 2021-06-30.

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Advisers

Top holdings (172 reported)

Showing 15 of 172 holdings by value.

HoldingTickerValue% of fund
PGIM ETF TRUST - PGIM Ultra Short Bond ETF$3.5M957.00%
Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond Index Fund$3.4M921.00%
iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF$3.4M912.00%
First American Funds - First American Treasury Obligation Fund$2.0M538.00%
SPDR S&P 500 ETF Trust$1.7M456.00%
Invesco QQQ Trust, Series 1$1.2M336.00%
American Century ETF Trust$934K252.00%
First Trust Exchange-Traded Fund IV - First Trust SSI Strategic Convertible Securities ETF$923K250.00%
First Trust Exchange-Traded Fund III - First Trust Preferred Securities And Income ETF$923K250.00%
ETFis Series Trust I - Virtus Private Credit Strategy ETF$916K248.00%
SPDR Series Trust$826K223.00%
SPDR Series Trust$781K211.00%
J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF$611K165.00%
Proshares Trust$580K157.00%
Microsoft Corp.$569K154.00%

Net asset history

Report dateNet assets
2021-06-30$37.0M
2021-03-31$37.1M
2020-12-31$38.2M
2020-08-31$40.0M
2020-06-30$38.7M
2020-03-31$42.4M

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