Compare ETFs: EQTY

EQTY

Total Return (%)

Line chart with 622 data points.
The chart has 1 X axis displaying Time. Data ranges from 2022-12-12 21:00:00 to 2025-06-05 21:00:00.
The chart has 1 Y axis displaying values. Data ranges from -5.717454254204924 to 55.135235044051484.
End of interactive chart.

Comparison

Symbol Company Name Stock Price % Change Assets Exp. Ratio PE Ratio Div. Yield
EQTYKovitz Core Equity ETF24.010.13%1.19B0.99%24.580.33%

Average Return

Chart

Bar chart with 6 bars.
The chart has 1 X axis displaying categories.
The chart has 1 Y axis displaying values. Data ranges from 1.052 to 17.445.
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Top 25 Holdings

EQTY - Kovitz Core Equity ETF
No. Symbol Weight
1 PM 5.31%
2 SCHW 5.17%
3 AMZN 4.74%
4 ICE 4.55%
5 BDX 4.21%
6 V 4.15%
7 META 4.13%
8 UNVGY 4.00%
9 MSFT 3.72%
10 J 3.56%
11 KEYS 3.35%
12
n/a
3.30%
13 FI 3.24%
14 GOOG 3.13%
15 ASHTY 3.07%
16 PCAR 2.93%
17 AON 2.90%
18 TMO 2.88%
19 KMX 2.73%
20 BRK.B 2.65%
21 AMAT 2.26%
22 ANET 2.23%
23 ORCL 2.15%
24 DLTR 2.05%
25 AMD 2.01%
View EQTY holdings