TOAK ETF

TOAK ETF
$29.00
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Fund Essentials - as of Jul 29, 2026

Net Assets
$93M
Expense Ratio
0.25%
Dividend Yield (Current)
-
Holdings
3
Inception Date
Aug 19, 2024
Fund Family
Twin Oak
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO

Performance

YTD+1.97%
1 Year+3.79%

Asset Allocation

Cash: 0.06%
Other: 99.94%
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Top Holdings

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TickerNameWeight
-Spy 08/21/2026 20.01 C71.00%
-Spy 08/21/2026 1020.01 P28.94%
NMFNMF0.12%
-Cash & Other0.06%
Top 10 Concentration: 100.12%Report Date: Jul 29, 2026
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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This ETF
PRO
Peer Avg
PRO

TOAK ETF Overview

TOAK ETF (Twin Oak Short Horizon Absolute Return ETF) is managed by Twin Oak with $93.1M in net assets. TOAK expense ratio is 0.25%, holding 3 positions across various sectors. Inception date: 2024-08-19.

TOAK performance shows a YTD return of 1.97%. The 1-year return is 3.79%.

TOAK top holdings include Spy 08/21/2026 20.01 C (71.0%), Spy 08/21/2026 1020.01 P (28.9%), NMF (0.1%), Cash & Other (0.1%). Go to all TOAK holdings, TOAK sectors, or TOAK dividends.

TOAK can be compared against other funds. Use TOAK overlap to find shared positions, or TOAK vs another fund for a side-by-side view. TOAK alternatives are available via the screener, along with tax-loss harvesting opportunities.

1 Month
+0.38%
YTD
+1.97%
1 Year
+3.79%
3 Year
N/A

Top 10 Holdings (100.1% of portfolio)

#TickerNameSectorWeight
1-Spy 08/21/2026 20.01 COther71.00%
2-Spy 08/21/2026 1020.01 POther28.94%
3NMFNMFUnknown0.12%
4-Cash & OtherOther0.06%