EQTY Kovitz Core Equity ETF

82

NYSE ARCA | ETF

Price
$26.28
Increased by +2.54%
Dollar volume (20D)
1.01 M
ADR%
1.12
Technology - 23.26%Financial Services - 20.40%Healthcare - 17.32%Industrials - 12.61%Communication Services - 11.35%Consumer Cyclicals - 8.67%Consumer Defensive - 6.40%Basic Materials - 0.00%Energy - 0.00%Real Estate - 0.00%Utilities - 0.00%
Technology - 23.26%
Financial Services - 20.40%
Healthcare - 17.32%
Industrials - 12.61%
Communication Services - 11.35%
Consumer Cyclicals - 8.67%
Consumer Defensive - 6.40%
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
GOOG Alphabet Inc Class C Communication Services Internet Content & Information 5.22%
AMZN Amazon.com Inc Consumer Cyclical Internet Retail 4.76%
ICE Intercontinental Exchange Inc Financial Services Financial Data & Stock Exchanges 4.61%
BDX Becton Dickinson and Company Healthcare Medical Instruments & Supplies 4.48%
PM Philip Morris International Inc Consumer Defensive Tobacco 4.30%
MSFT Microsoft Corporation Technology Software - Infrastructure 4.02%
TMO Thermo Fisher Scientific Inc Healthcare Diagnostics & Research 3.96%
SCHW Charles Schwab Corp Financial Services Capital Markets 3.78%
AON Aon PLC Financial Services Insurance Brokers 3.68%
KEYS Keysight Technologies Inc Technology Scientific & Technical Instruments 3.39%
UNVGY Universal Music Group N.V Communication Services Entertainment 3.36%
V Visa Inc. Class A Financial Services Credit Services 3.16%
ASHTY Ashtead Gro Industrials Rental & Leasing Services 3.11%
PCAR PACCAR Inc Industrials Farm & Heavy Construction Machinery 3.07%
ALC Alcon AG Healthcare Medical Instruments & Supplies 3.05%
META Meta Platforms Inc. Communication Services Internet Content & Information 3.03%
J Jacobs Solutions Inc. Industrials Engineering & Construction 2.96%
CRM Salesforce.com Inc Technology Software - Application 2.83%
WAT Waters Corporation Healthcare Diagnostics & Research 2.71%
COO The Cooper Companies, Inc Healthcare Medical Instruments & Supplies 2.50%
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