Westwood LBRTY Global Equity (BFRE) ETF Holdings & Analysis

What BFRE does

The Westwood LBRTY Global Equity ETF (BFRE) utilizes a distinctive, systematic methodology to foster broad diversification across sectors and nations. It selectively invests in economies that uphold civil liberties, foster open markets, and demonstrate limited authoritarian tendencies. This investment approach is grounded in academic findings that link democratic systems to superior economic growth and stability. The fund offers wide-ranging exposure to both developed and emerging global economies, concurrently reducing its direct and indirect ties to autocratic countries. A stringent screening process filters out entities subject to substantial political oversight or economic limitations. Holdings are allocated based on market capitalization, with a primary focus on large- and mid-cap equities. Minimum market capitalization requirements are tailored to each specific region. The underlying index undergoes quarterly rebalancing, capping individual positions at a maximum weight of 4.5%.

Fund profile

Sector allocation

Geographic allocation

PortView Portfolio Insights

PortView analyzes how BFRE 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.

Related securities

Related stocks

Frequently asked questions

What does BFRE track?

BFRE is the Westwood LBRTY Global Equity ETF, a Other ETF.

What is the expense ratio of BFRE?

Expense ratio data for BFRE is shown on the page when available from our data provider.

What are the largest holdings in BFRE?

BFRE's top holdings are listed on this page when available.

How can PortView analyze BFRE overlap with other ETFs?

PortView computes the holdings overlap between BFRE and the other ETFs and stocks you own, plus your combined sector and geographic exposure, so you can see true diversification.