Morningstar

Cambria Shareholder Yield ETF SYLD

Morningstar Medalist Rating
Medalist Rating as of | See Cambria Investment Hub

Morningstar’s Analysis SYLD

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

  • People Pillar

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

A mixed bag.

Analyst Zachary Evens

Zachary Evens

Analyst

Summary

Cambria Shareholder Yield ETF systematically favors small-value stocks, but its use of dividend and buyback yields promotes an ever-changing portfolio and high risk, calling into question its ability to carve out a long-term edge.

by Zachary Evens
Rated on Published on

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Portfolio Holdings SYLD

More SYLD Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 11.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Bloomin Brands Inc

1.19 12M
Consumer Cyclical

Slide Insurance Holdings Inc

1.12 11M
Financial Services

APA Corp

1.11 11M
Energy

Abercrombie & Fitch Co Class A

1.11 11M
Consumer Cyclical

ConocoPhillips

1.10 11M
Energy

Maplebear Inc

1.10 11M
Consumer Cyclical

H&R Block Inc

1.09 11M
Consumer Cyclical

Maximus Inc

1.09 11M
Industrials

Bread Financial Holdings Inc

1.08 11M
Financial Services

Elevance Health Inc

1.08 11M
Healthcare

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