EQTY Kovitz Core Equity ETF

52

NYSE ARCA | ETF

Price
$27.44
Increased by +0.68%
Dollar volume (20D)
794.46 K
ADR%
0.83
Technology - 24.09%Financial Services - 19.06%Industrials - 17.70%Healthcare - 16.87%Communication Services - 9.56%Consumer Cyclicals - 7.62%Consumer Defensive - 5.11%Basic Materials - 0.00%Energy - 0.00%Real Estate - 0.00%Utilities - 0.00%
Technology - 24.09%
Financial Services - 19.06%
Industrials - 17.70%
Healthcare - 16.87%
Communication Services - 9.56%
Consumer Cyclicals - 7.62%
Consumer Defensive - 5.11%
Basic Materials - 0.00%
Energy - 0.00%
Real Estate - 0.00%
Utilities - 0.00%

The fund invests primarily in equity securities ofU. S. and foreign companies.

Equity securities in which the fund may invest include common stocks and common stock equivalents (such as rights or warrants, which give the fund the ability to purchase the common stock, and convertible securities, which are securities that are convertible into the common stock).

The fund may invest in companies of any market capitalization, including small- and mid-capitalization companies.

Top 20 Holdings

Asset Name Sector Industry Weight
PM Philip Morris International Inc Consumer Defensive Tobacco 4.93%
ICE Intercontinental Exchange Inc Financial Services Financial Data & Stock Exchanges 4.37%
AMZN Amazon.com Inc Consumer Cyclical Internet Retail 4.20%
GOOG Alphabet Inc Class C Communication Services Internet Content & Information 4.13%
BDX Becton Dickinson and Company Healthcare Medical Instruments & Supplies 4.07%
MSFT Microsoft Corporation Technology Software - Infrastructure 3.89%
MSI Motorola Solutions Inc Technology Communication Equipment 3.78%
AON Aon PLC Financial Services Insurance Brokers 3.76%
SCHW Charles Schwab Corp Financial Services Capital Markets 3.67%
V Visa Inc. Class A Financial Services Credit Services 3.61%
PCAR PACCAR Inc Industrials Farm & Heavy Construction Machinery 3.57%
KEYS Keysight Technologies Inc Technology Scientific & Technical Instruments 3.51%
UNVGY Universal Music Group N.V Communication Services Entertainment 3.36%
0LC0 Ashtead Group plc Sponsored ADR Industrials Rental & Leasing Services 3.32%
TMO Thermo Fisher Scientific Inc Healthcare Diagnostics & Research 3.30%
ALC Alcon AG Healthcare Medical Instruments & Supplies 3.12%
WAT Waters Corporation Healthcare Diagnostics & Research 3.12%
META Meta Platforms Inc. Communication Services Internet Content & Information 3.08%
ASHTY Ashtead Gro Industrials Rental & Leasing Services 3.03%
J Jacobs Solutions Inc. Industrials Engineering & Construction 2.87%
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