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Morningstar

Sparkline Intangible Value ETF ITAN

Morningstar Medalist Rating
Medalist Rating as of | See Sparkline Capital Investment Hub

Morningstar’s Analysis ITAN

Will ITAN 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 ITAN’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the ITAN 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 ITAN’s parent organization’s priorities and whether they’re in line with investors’ interests.

Weakness in Sparkline Intangible Value ETF's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings ITAN

More ITAN Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 22.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Amazon.com Inc

4.31 1.5 Mil
Consumer Cyclical

Meta Platforms Inc Class A

3.14 1.1 Mil
Communication Services

Oracle Corp

2.16 738,763
Technology

Salesforce Inc

2.03 691,700
Technology

Alphabet Inc Class C

2.02 691,334
Communication Services

Alphabet Inc Class A

2.02 690,488
Communication Services

Cisco Systems Inc

1.70 581,193
Technology

Qualcomm Inc

1.70 580,699
Technology

International Business Machines Corp

1.68 572,077
Technology

Wells Fargo & Co

1.59 542,000
Financial Services