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LeaderShares® Activist Leaders® ETF ACTV

Medalist Rating as of | See LeaderShares Investment Hub

Morningstar’s Analysis ACTV

Will ACTV outperform in future?

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

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit LeaderShares ® Activist Leaders ® ETF to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

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Portfolio Holdings ACTV

  • Current Portfolio Date
  • Equity Holdings 50
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 33.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
3.67
3,638,190
Technology
3.42
3,389,287
Technology
3.37
3,334,663
Healthcare
3.29
3,260,455
Healthcare
3.25
3,220,153
Technology
3.23
3,195,931
Utilities
3.23
3,195,001
Technology
3.22
3,190,306
Industrials
3.19
3,157,143
Consumer Cyclical