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 the 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

AdvisorShares Gerber Kawasaki ETF holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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 60.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Alphabet Inc Class C

8.72 3M
Communication Services

Micron Technology Inc

8.42 3M
Technology

Eli Lilly and Co

7.80 2M
Healthcare

NVIDIA Corp

7.40 2M
Technology

Broadcom Inc

5.58 2M
Technology

Apple Inc

5.24 2M
Technology

GE Vernova Inc

4.73 1M
Industrials

Trane Technologies PLC Class A

4.69 1M
Industrials

Microsoft Corp

3.90 1M
Technology

Netflix Inc

3.87 1M
Communication Services

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