VistaShares Target 15 Berkshire Select Income ETF OMAH

Medalist Rating as of | See VistaShares Investment Hub

Morningstar’s Analysis OMAH

Will OMAH 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

VistaShares Trgt 15 Berkshire Sel IncETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

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Portfolio Holdings OMAH

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings62.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Berkshire Hathaway Inc Class B

11.00123M
Financial Services

Apple Inc

10.40116M
Technology

American Express Co

6.5874M
Financial Services

The Kroger Co

5.3160M
Consumer Defensive

Coca-Cola Co

5.1458M
Consumer Defensive

Sirius XM Holdings Inc

5.0156M
Communication Services

VeriSign Inc

4.8354M
Technology

DaVita Inc

4.8354M
Healthcare

Chubb Ltd

4.6953M
Financial Services

Moodys Corp

4.6752M
Financial Services

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