Morningstar

SRH U.S. Quality GARP ETF SRHQ

Morningstar Medalist Rating
Medalist Rating as of | See Paralel Advisors Investment Hub

Morningstar’s Analysis SRHQ

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

SRH U.S. Quality GARP ETF holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings SRHQ

More SRHQ Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 21.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Qualys Inc

2.59 6M
Technology

Humana Inc

2.56 6M
Healthcare

CommVault Systems Inc

2.29 5M
Technology

Centene Corp

2.26 5M
Healthcare

Insperity Inc

2.12 5M
Industrials

Nutanix Inc Class A

1.95 4M
Technology

Box Inc Class A

1.92 4M
Technology

Abercrombie & Fitch Co Class A

1.80 4M
Consumer Cyclical

Dropbox Inc Class A

1.75 4M
Technology

Amneal Pharmaceuticals Inc Ordinary Shares - Class A

1.72 4M
Healthcare

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