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ATAC US Rotation ETF RORO

Medalist Rating as of | See ATAC Investment Hub

Morningstar’s Analysis RORO

Will RORO outperform in future?

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

Weakness in ATAC US Rotation ETF's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

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Morningstar Manager Research

Summary

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

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Portfolio Holdings RORO

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 109.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

iShares 10-20 Year Treasury Bond ETF

71.81 7.0 Mil

PIMCO 25+ Year Zero Coupon US Trs ETF

37.19 3.6 Mil

First American Government Obligs X

0.32 31,021
Cash and Equivalents

DEPOSITS WITH BROKER FOR SHORT POSITIONS

−9.32 −909,004
Cash and Equivalents