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Gotham Enhanced 500 ETF GSPY

Medalist Rating as of | See Gotham Investment Hub

Morningstar’s Analysis GSPY

Will GSPY outperform in future?

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

Gotham Enhanced 500 ETF’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

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Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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Portfolio Holdings GSPY

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 36.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

7.77 30.2 Mil
Technology

Apple Inc

6.31 24.6 Mil
Technology

Amazon.com Inc

4.81 18.7 Mil
Consumer Cyclical

Alphabet Inc Class A

4.37 17.0 Mil
Communication Services

Meta Platforms Inc Class A

3.31 12.9 Mil
Communication Services

NVIDIA Corp

3.12 12.2 Mil
Technology

Berkshire Hathaway Inc Class B

2.34 9.1 Mil
Financial Services

Visa Inc Class A

1.35 5.3 Mil
Financial Services

The Home Depot Inc

1.33 5.2 Mil
Consumer Cyclical

Johnson & Johnson

1.29 5.0 Mil
Healthcare