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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 People and Process 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-cheapest 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 63.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

9.28 1.9 Mil
Technology

MGM Resorts International

8.12 1.6 Mil
Consumer Cyclical

Microsoft Corp

7.79 1.6 Mil
Technology

Novo Nordisk A/S ADR

6.63 1.3 Mil
Healthcare

Alphabet Inc Class C

6.40 1.3 Mil
Communication Services

Lennar Corp Class A

5.99 1.2 Mil
Consumer Cyclical

The Walt Disney Co

5.50 1.1 Mil
Communication Services

Apple Inc

4.83 972,526
Technology

LPL Financial Holdings Inc

4.62 929,613
Financial Services

Netflix Inc

4.53 911,690
Communication Services