Compare ETFs: EQTY
EQTY
Comparison
Average Return
| Symbol | Year-to-date | 1 Year | 5 Years | 10 Years | Inception |
|---|---|---|---|---|---|
| EQTY | 8.89% | 19.44% | - | - | 19.37% |
Top 25 Holdings
| EQTY - Kovitz Core Equity ETF | |||
|---|---|---|---|
| No. | Symbol | Name | Weight |
| 1 | SCHW | The Charles Schwab Corporation | 5.26% |
| 2 | AMZN | Amazon.com, Inc. | 4.90% |
| 3 | PM | Philip Morris International Inc. | 4.53% |
| 4 | BDX | Becton, Dickinson and Company | 4.47% |
| 5 | ICE | Intercontinental Exchange, Inc. | 4.27% |
| 6 | META | Meta Platforms, Inc. | 3.93% |
| 7 | J | Jacobs Solutions Inc. | 3.89% |
| 8 | MSFT | Microsoft Corporation | 3.87% |
| 9 | n/a | Cash & Cash Equivalents | 3.67% |
| 10 | ASHTY | Ashtead Group plc | 3.56% |
| 11 | GOOG | Alphabet Inc. | 3.51% |
| 12 | UNVGY | Universal Music Group N.V. | 3.44% |
| 13 | V | Visa Inc. | 3.26% |
| 14 | TMO | Thermo Fisher Scientific Inc. | 3.23% |
| 15 | AON | Aon plc | 3.17% |
| 16 | KEYS | Keysight Technologies, Inc. | 3.15% |
| 17 | FI | Fiserv, Inc. | 2.89% |
| 18 | PCAR | PACCAR Inc | 2.88% |
| 19 | AMD | Advanced Micro Devices, Inc. | 2.80% |
| 20 | CRM | Salesforce, Inc. | 2.30% |
| 21 | KMX | CarMax, Inc. | 2.22% |
| 22 | ADBE | Adobe Inc. | 2.17% |
| 23 | AMAT | Applied Materials, Inc. | 2.10% |
| 24 | BRK.B | Berkshire Hathaway Inc. | 2.04% |
| 25 | DLTR | Dollar Tree, Inc. | 2.00% |
| View EQTY holdings | |||