AdvisorShares HVAC and Industrials ETF HVAC

Medalist Rating as of | See AdvisorShares Investment Hub

Morningstar’s Analysis HVAC

Will HVAC outperform in the future?

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

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.

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Portfolio Holdings HVAC

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings50.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

AMETEK Inc

6.09684,794
Industrials

Hitachi Ltd ADR

5.27592,610
Industrials

Amphenol Corp Class A

5.09572,777
Technology

Celestica Inc Ordinary Shares (Subordinate Voting)

5.08571,591
Technology

Jabil Inc

5.01564,121
Technology

Belden Inc

4.90550,955
Technology

Comfort Systems USA Inc

4.83543,643
Industrials

EMCOR Group Inc

4.74533,392
Industrials

3M Co

4.62519,420
Industrials

IES Holdings Inc

4.57514,228
Industrials

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