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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 People and Process Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings GK

More GK Holdings
  • Current Portfolio Date
  • Equity Holdings 27
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 60.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

MGM Resorts International

7.86
1,381,272
Consumer Cyclical

NVIDIA Corp

7.83
1,375,841
Technology

Microsoft Corp

7.70
1,353,252
Technology

Tesla Inc

6.31
1,109,372
Consumer Cyclical

Apple Inc

6.01
1,056,116
Technology

Alphabet Inc Class C

5.74
1,008,542
Communication Services

Novo Nordisk A/S ADR

4.98
876,180
Healthcare

The Walt Disney Co

4.91
864,135
Communication Services

VICI Properties Inc Ordinary Shares

4.44
780,220
Real Estate

Lennar Corp Class A

4.25
747,088
Consumer Cyclical