Compare ETFs: EQTY
EQTY
Comparison
Average Return
| Symbol | Year-to-date | 1 Year | 5 Years | 10 Years | Inception |
|---|---|---|---|---|---|
| EQTY | 1.44% | 11.79% | - | - | 17.36% |
Top 25 Holdings
| EQTY - Kovitz Core Equity ETF | |||
|---|---|---|---|
| No. | Symbol | Name | Weight |
| 1 | PM | Philip Morris International Inc. | 5.34% |
| 2 | SCHW | The Charles Schwab Corporation | 5.28% |
| 3 | AMZN | Amazon.com, Inc. | 4.84% |
| 4 | ICE | Intercontinental Exchange, Inc. | 4.55% |
| 5 | META | Meta Platforms, Inc. | 4.16% |
| 6 | BDX | Becton, Dickinson and Company | 4.13% |
| 7 | UNVGY | Universal Music Group N.V. | 3.91% |
| 8 | MSFT | Microsoft Corporation | 3.83% |
| 9 | V | Visa Inc. | 3.82% |
| 10 | J | Jacobs Solutions Inc. | 3.59% |
| 11 | KEYS | Keysight Technologies, Inc. | 3.32% |
| 12 | GOOG | Alphabet Inc. | 3.20% |
| 13 | FI | Fiserv, Inc. | 3.17% |
| 14 | ASHTY | Ashtead Group plc | 3.16% |
| 15 | PCAR | PACCAR Inc | 2.85% |
| 16 | TMO | Thermo Fisher Scientific Inc. | 2.79% |
| 17 | AON | Aon plc | 2.72% |
| 18 | ORCL | Oracle Corporation | 2.68% |
| 19 | KMX | CarMax, Inc. | 2.65% |
| 20 | BRK.B | Berkshire Hathaway Inc. | 2.61% |
| 21 | ADBE | Adobe Inc. | 2.47% |
| 22 | n/a | Cash & Cash Equivalents | 2.46% |
| 23 | AMAT | Applied Materials, Inc. | 2.41% |
| 24 | DLTR | Dollar Tree, Inc. | 2.25% |
| 25 | AMD | Advanced Micro Devices, Inc. | 2.14% |
| View EQTY holdings | |||