Morningstar

VistaShares Target 15 Berkshire Select Income ETF OMAH

Morningstar Medalist Rating
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.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable OMAH’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

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.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings OMAH

More OMAH Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 61.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

10.64 118M
Technology

Berkshire Hathaway Inc Class B

10.27 114M
Financial Services

American Express Co

6.51 72M
Financial Services

Coca-Cola Co

4.97 55M
Consumer Defensive

The Kroger Co

4.94 55M
Consumer Defensive

VeriSign Inc

4.84 54M
Technology

Chevron Corp

4.82 53M
Energy

Occidental Petroleum Corp

4.77 53M
Energy

DaVita Inc

4.65 52M
Healthcare

Alphabet Inc Class A

4.56 51M
Communication Services

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