Morningstar

AdvisorShares Gerber Kawasaki ETF GK

Morningstar Medalist Rating
Medalist Rating as of | See AdvisorShares Investment Hub

Morningstar’s Analysis GK

Will GK outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable GK’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the GK management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of GK’s parent organization’s priorities and whether they’re in line with investors’ interests.

Weakness in AdvisorShares Gerber Kawasaki ETF's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings GK

More GK Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 59.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

7.71 1.7 Mil
Technology

NVIDIA Corp

7.56 1.7 Mil
Technology

Apple Inc

6.60 1.5 Mil
Technology

Lennar Corp Class A

6.33 1.4 Mil
Consumer Cyclical

Novo Nordisk AS ADR

5.92 1.3 Mil
Healthcare

MGM Resorts International

5.84 1.3 Mil
Consumer Cyclical

Trane Technologies PLC Class A

5.43 1.2 Mil
Industrials

Netflix Inc

5.07 1.1 Mil
Communication Services

Alphabet Inc Class C

4.97 1.1 Mil
Communication Services

The Walt Disney Co

4.22 943,646
Communication Services

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