Cambria Tax Aware ETF TAX

Medalist Rating as of | See Cambria Investment Hub

Morningstar’s Analysis TAX

Will TAX 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

Cambria Tax Aware ETF 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 TAX

  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 17.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

First American Government Obligs X

2.41 605,534
Cash and Equivalents

Advanced Micro Devices Inc

2.12 533,375
Technology

Twilio Inc Class A

2.06 518,959
Technology

Revolution Medicines Inc Ordinary Shares

1.86 468,992
Healthcare

Natera Inc

1.70 427,435
Healthcare

JFrog Ltd Ordinary Shares

1.63 409,179
Technology

Roivant Sciences Ltd Ordinary Shares

1.59 398,802
Healthcare

F5 Inc

1.56 391,177
Technology

Charles River Laboratories International Inc

1.53 385,565
Healthcare

Docusign Inc

1.47 368,697
Technology

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