BATS | ETF
The fund invests primarily in stocks that tend to offer current dividends.
The advisor focuses on stocks of high-quality companies that have prospects for long-term total returns as a result of their ability to grow earnings and their willingness to increase dividends over time.
These stocks typically (but not always) are large-cap, undervalued relative to the market, and show potential for increasing dividends.
The fund is non-diversified.
Top 10 Holdings
| Asset | Name | Sector | Industry | Weight |
|---|---|---|---|---|
| AVGO | Broadcom Inc | Technology | Semiconductors | 5.90% |
| LLY | Eli Lilly and Company | Healthcare | Drug Manufacturers - General | 5.22% |
| GOOGL | Alphabet Inc Class A | Communication Services | Internet Content & Information | 4.87% |
| MSFT | Microsoft Corporation | Technology | Software - Infrastructure | 4.61% |
| MA | Mastercard Inc | Financial Services | Credit Services | 4.34% |
| AXP | American Express Company | Financial Services | Credit Services | 4.10% |
| CB | Chubb Ltd | Financial Services | Insurance - Property & Casualty | 4.10% |
| TJX | The TJX Companies Inc | Consumer Cyclical | Apparel Retail | 4.04% |
| SPGI | S&P Global Inc | Financial Services | Financial Data & Stock Exchanges | 3.97% |
| LIN | Linde plc Ordinary Shares | Basic Materials | Specialty Chemicals | 3.93% |