BFRE
+0.00 · +0.00%
$0.00 · OTCBB

Ultimus Managers Trust (BFRE) ETF Analysis | Global Large-Stock Blend

Westwood · USA
AUM:$2.3M
#– of – in Global Large-Stock Blend ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

BFRE returned +0.0% over the past year, broadly in line with flat market conditions.

What is BFRE?

The underlying index is designed to provide investors with broad, diversified exposure to global markets while adhering to a specific set of principles aimed at promoting freedom, open markets, and reduced exposure to authoritarian influences. Under normal circumstances, the fund will invest at least 80% of its net assets, plus any borrowings for investment purposes, in securities included in the underlying index.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Modest 1-Year Return
BFRE returned 0.0% over the past year.
Broadly Diversified
Top 10 holdings represent just 28.5% of the ETF — exposure spread across many positions.
ETF Information
AUM$2.3M
Expense Ratio0.00%
Dividend Yield0.00%
Holdings50
Inception DateMar 2025
Domicile
Distribution
Index
ProviderWestwood
Beta
CategoryGlobal Large-Stock Blend
CurrencyUSD
Portfolio Impact

How would BFRE affect your portfolio?

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Example preview
6168
+7 points · better diversified

Chart Tools

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

Annual Returns

Calendar year performance

Insufficient price history.