Compare ETFs: EQTY
EQTY
Comparison
Average Return
| Symbol | Year-to-date | 1 Year | 5 Years | 10 Years | Inception |
|---|---|---|---|---|---|
| EQTY | 12.81% | 8.96% | - | - | 18.61% |
Top 25 Holdings
| EQTY - Kovitz Core Equity ETF | |||
|---|---|---|---|
| No. | Symbol | Name | Weight |
| 1 | AMZN | Amazon.com, Inc. | 4.70% |
| 2 | ICE | Intercontinental Exchange, Inc. | 4.47% |
| 3 | MSFT | Microsoft Corporation | 4.47% |
| 4 | BDX | Becton, Dickinson and Company | 4.28% |
| 5 | GOOG | Alphabet Inc. | 4.27% |
| 6 | n/a | Cash & Cash Equivalents | 4.03% |
| 7 | KEYS | Keysight Technologies, Inc. | 3.92% |
| 8 | PM | Philip Morris International Inc. | 3.89% |
| 9 | SCHW | The Charles Schwab Corporation | 3.71% |
| 10 | AON | Aon plc | 3.71% |
| 11 | TMO | Thermo Fisher Scientific Inc. | 3.66% |
| 12 | META | Meta Platforms, Inc. | 3.25% |
| 13 | PCAR | PACCAR Inc | 3.12% |
| 14 | CRM | Salesforce, Inc. | 3.08% |
| 15 | J | Jacobs Solutions Inc. | 3.05% |
| 16 | SWX: ALC | Alcon Inc. | 3.04% |
| 17 | V | Visa Inc. | 3.03% |
| 18 | ASHTY | Ashtead Group plc | 3.01% |
| 19 | ADI | Analog Devices, Inc. | 2.85% |
| 20 | WAT | Waters Corporation | 2.58% |
| 21 | COO | The Cooper Companies, Inc. | 2.55% |
| 22 | DLTR | Dollar Tree, Inc. | 2.31% |
| 23 | AMAT | Applied Materials, Inc. | 2.20% |
| 24 | AMTM | Amentum Holdings, Inc. | 2.07% |
| 25 | LOW | Lowe's Companies, Inc. | 2.06% |
| View EQTY holdings | |||