ETF overview
The Cambiar Aggressive Value Exchange Traded Fund maintains a highly focused and undiversified investment portfolio, comprising Cambiar's top-rated investment ideas. The fund's main objective is to achieve significant capital growth over an extended period. It is specifically constructed to exhibit a substantial active share and serve as a source of outperformance within a broader asset allocation strategy.
Fund facts
- Expense ratio
- 0.59%
- Fund assets
- 67.35M USD (all share classes)
- Issuer
- Cambiar
- Inception date
- Feb 13, 2023
- Number of holdings
- 34
Breakdown
Holdings (34)
| Name | Ticker | Weight |
|---|---|---|
| ELEVANCE HEALTH INC | ELV | 5.14% |
| UBER TECHNOLOGIES INC | UBER | 4.83% |
| CME GROUP INC | CME | 4.56% |
| BRISTOL-MYERS SQUIBB CO | BMY | 4.17% |
| MEDTRONIC PLC | MDT | 4.08% |
| NINTENDO CO LTD-UNSPONS ADR | NTDOY | 3.98% |
| SOUTHWEST AIRLINES CO | LUV | 3.68% |
| NUTANIX INC - A | NTNX | 3.66% |
| SHIMANO INC-UNSPON ADR | SMNNY | 3.26% |
| ALIGN TECHNOLOGY INC | ALGN | 3.23% |
| and 21 more | ||
Historical returns do not guarantee future returns. This is not investment advice.
- Expense ratio
- 0.59%
- Fund assets
- 67.35M USD (all share classes)
- Issuer
- Cambiar
- Inception date
- Feb 13, 2023
- Number of holdings
- 34
| Name | Ticker | Weight |
|---|---|---|
| ELEVANCE HEALTH INC | ELV | 5.14% |
| UBER TECHNOLOGIES INC | UBER | 4.83% |
| CME GROUP INC | CME | 4.56% |
| BRISTOL-MYERS SQUIBB CO | BMY | 4.17% |
| MEDTRONIC PLC | MDT | 4.08% |
| NINTENDO CO LTD-UNSPONS ADR | NTDOY | 3.98% |
| SOUTHWEST AIRLINES CO | LUV | 3.68% |
| NUTANIX INC - A | NTNX | 3.66% |
| SHIMANO INC-UNSPON ADR | SMNNY | 3.26% |
| ALIGN TECHNOLOGY INC | ALGN | 3.23% |
| and 21 more | ||
The Cambiar Aggressive Value Exchange Traded Fund maintains a highly focused and undiversified investment portfolio, comprising Cambiar's top-rated investment ideas. The fund's main objective is to achieve significant capital growth over an extended period. It is specifically constructed to exhibit a substantial active share and serve as a source of outperformance within a broader asset allocation strategy.
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