EQTY - Kovitz Core Equity ETF ETF Analysis | Stock Taper
Logo

EQTY

Kovitz Core Equity ETF
Kovitz Core Equity ETF Kovitz
$27.77 -0.50% (-0.14)

Managing Company Kovitz
Asset Under Management $1.28B
Inception Date Dec 12, 2022
Expense Ratio 0.99%
52w High $27.91
52w Low $20.39
Volume 31,515
Avg Volume 50,943
Asset Class Equity

About Kovitz Core Equity ETF

The fund invests primarily in equity securities of U.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...

SECTOR HOLDINGS

Technology Technology
23.67%
Financial Services Financial Services
20.14%
Healthcare Healthcare
17.02%
Industrials Industrials
12.69%
Communication Services Communication Services
11.20%
Consumer Cyclical Consumer Cyclical
8.73%
Consumer Defensive Consumer Defensive
6.56%

ASSET ALLOCATION BY REGION

United States flag United States
85.05%
Ireland flag Ireland
3.68%
Other
3.42%
United Kingdom flag United Kingdom
3.30%
Switzerland flag Switzerland
2.91%
Netherlands flag Netherlands
1.64%

Holdings (Top 20)

No holdings data available.