AdvisorShares HVAC and Industrials 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.
AdvisorShares HVAC and Industrials ETF HVAC
Morningstar’s Analysis HVAC
Will HVAC outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the HVAC 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 HVAC’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 54.3
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Sterling Infrastructure Inc | 8.77 | 1M | Industrials |
Comfort Systems USA Inc | 6.86 | 852,862 | Industrials |
Jabil Inc | 6.06 | 754,050 | Technology |
Amphenol Corp Class A | 5.15 | 640,452 | Technology |
Curtiss-Wright Corp | 5.04 | 626,985 | Industrials |
Quanta Services Inc | 4.63 | 575,413 | Industrials |
Vertiv Holdings Co Class A | 4.55 | 565,613 | Industrials |
Modine Manufacturing Co | 4.48 | 557,647 | Consumer Cyclical |
nVent Electric PLC | 4.42 | 549,706 | Industrials |
AAON Inc | 4.39 | 545,524 | Industrials |
United States