What is BULD?

BULD tracks a modified market cap-weighted index of equities that provides global exposure to robotics and 3D printing.

PERFORMANCE [as of 03/28/23] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
BULD 0.66% 14.88% 11.95% -- -- -- --
BULD (NAV) 0.88% 14.91% 12.21% -- -- -- --
N/A -- -- -- -- -- -- --
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

BULD Factset Analytics Insight

BULD is passively managed to hold globally-listed stocks and depositary receipts of companies enabling the Fourth Industrial Revolution, particularly robotics and 3D printing. The index includes firms that derive at least 50% revenue from (i) robotics & manufacturing automation equipment, (ii) computer aided design (CAD) software, or (iii) 3D printing centers, hardware, software, and materials. The index selects at least 25 securities in the first sub-industry and at least 10 each in the other two sub-industries. The resulting portfolio is weighted in tiers, with robotics & manufacturing automation allocated 50% of the portfolio weight, while CAD and 3D printing are each given 25%. Securities are weighted by market capitalization within each tier, subject to an 8% single security capping. The aggregate weight of constituents with at least 5% weight is capped at 50%. The index is reconstituted and rebalanced semi-annually

BULD Summary Data

05/04/22
0.60%
$1.57M
BlueStar Robotics and 3D Printing Index
N/A
Open-Ended Fund

Peers

N/A

Fund Flows

$0.00B 5 Days
$0.00B 30 Days
$0.00B 90 Days

BULD Portfolio Data

$55.19B
-265.30
2.81
--
N/A
54

BULD Index Data

BlueStar Robotics and 3D Printing Index
Tiered
Market Cap
N/A

BULD Portfolio Management

0.60%
--
--
--

BULD Tax Exposures

20.00% / 39.60%
--
Qualified dividends
No

BULD Fund Structure

Open-Ended Fund
No
--
-- / --
N/A
N/A
High
Daily

Factset Analytics Block Liquidity

As of 03/29/23

This measurement shows how easy it is to trade a $1 million USD block of BULD. BULD is rated a 4 out of 5.

BULD Tradability

353
$6.67K
141
$2.04K
0.51%
$0.10
-0.04%
1.41% / -3.04%
None
70.36%
20,000
0.01
--
0.07%
0
$19.58
4

BULD Sector/Industry Breakdown

BULD Segment
Benchmark
34.97% --
30.78% --
30.20% --
2.57% --
1.35% --
0.13% --

BULD Top 10 Holdings

6.72%
6.41%
5.44%
4.56%
55.11%

BULD Performance Statistics

--
--
--
--
--
N/A

BULD Countries

BULD Segment
Benchmark
51.24% --
14.48% --
9.16% --
7.95% --
6.36% --
3.60% --
2.68% --
1.89% --
1.53% --
0.37% --

BULD Regions

BULD Segment
Benchmark
51.53% --
30.18% --
14.69% --
3.60% --

BULD Economic Development

BULD Segment
Benchmark
100.00% --
0.00% --

BULD Benchmark Comparison Holdings

54
--
--
--

BULD Benchmark Comparison Summary

BULD Segment
Benchmark
54 --
$55.19B --
-265.30 --
2.81 --
0.86% --
High --

BULD Benchmark Comparison Market Cap Size

BULD Segment
Benchmark
64.12% --
12.28% --
14.50% --
9.00% --

Options Strategies for Outcome Investing

A collar strategy is a protective option strategy constructed by writing a call and buying a put with the same expiration date while being long the underlying security.