Kovitz Core Ownership
| EQTY Etf | 24.32 0.23 0.95% |
Kovitz |
Kovitz Etf Ownership Analysis
Kovitz Core is is formed as Regulated Investment Company in the United States. ETF is managed and operated by Ultimus Fund Solutions, LLC. The fund has 42 constituents across multiple sectors and instustries. The fund charges 0.99 percent management fee with a total expences of 0.99 percent of total asset. The fund created five year return of 11.0%. It is possible that Kovitz Core Equity etf was renamed or delisted.Sector Exposure (%)
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Kovitz Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Kovitz Core , and the less return is expected.
Investment Allocations (%)
Top Etf Constituents
| AON | Aon PLC | Stock | |
| HAS | Hasbro Inc | Stock | |
| ORCL | Oracle | Stock | |
| ADI | Analog Devices | Stock | |
| V | Visa Class A | Stock | |
| MSI | Motorola Solutions | Stock | |
| EFX | Equifax | Stock | |
| SCHW | Charles Schwab Corp | Stock | |
| FI | Fiserv, | Stock | |
| AMAT | Applied Materials | Stock | |
| AAPL | Apple Inc | Stock | |
| GOOGL | Alphabet Inc Class A | Stock | |
| META | Meta Platforms | Stock | |
| DLTR | Dollar Tree | Stock | |
| AXP | American Express | Stock | |
| AMZN | Amazon Inc | Stock | |
| J | Jacobs Solutions | Stock | |
| ICE | Intercontinental Exchange | Stock | |
| PM | Philip Morris International | Stock | |
| DEO | Diageo PLC ADR | Stock | |
| KEYS | Keysight Technologies | Stock | |
| ASHTY | Ashtead Gro | Pink Sheet | |
| PCAR | PACCAR Inc | Stock | |
| PPG | PPG Industries | Stock | |
| LOW | Lowes Companies | Stock | |
| ABT | Abbott Laboratories | Stock | |
| SYK | Stryker | Stock | |
| 0VD0 | UNIVMUSIC GRPADR050 | Stock | |
| TMO | Thermo Fisher Scientific | Stock | |
| GOOG | Alphabet Inc Class C | Stock | |
| HAYW | Hayward Holdings | Stock | |
| BDX | Becton Dickinson and | Stock | |
| AMD | Advanced Micro Devices | Stock | |
| JPM | JPMorgan Chase Co | Stock | |
| CRM | Salesforce | Stock | |
| KMX | CarMax Inc | Stock | |
| MSFT | Microsoft | Stock | |
| BRK-B | Berkshire Hathaway | Stock |
Kovitz Core Outstanding Bonds
Kovitz Core issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Kovitz Core Equity uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Kovitz bonds can be classified according to their maturity, which is the date when Kovitz Core Equity has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| Dana 575 percent Corp BondUS235822AB96 | View | |
| Volcan Compania Minera Corp BondUSP98047AC08 | View | |
| Boeing Co 2196 Corp BondUS097023DG73 | View | |
| US92047WAG69 Corp BondUS92047WAG69 | View | |
| HSBC Holdings PLC Corp BondUS404280DR76 | View | |
| MPLX LP 4125 Corp BondUS55336VAK61 | View | |
| MPLX LP 52 Corp BondUS55336VAL45 | View | |
| International Game Technology Corp BondUS460599AD57 | View |
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.| BTC | Bitcoin | |
| TRX | TRON | |
| BNB | Binance Coin |
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Kovitz Core Equity. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in estimate. You can also try the Portfolio Backtesting module to avoid under-diversification and over-optimization by backtesting your portfolios.
The market value of Kovitz Core Equity is measured differently than its book value, which is the value of Kovitz that is recorded on the company's balance sheet. Investors also form their own opinion of Kovitz Core's value that differs from its market value or its book value, called intrinsic value, which is Kovitz Core's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Kovitz Core's market value can be influenced by many factors that don't directly affect Kovitz Core's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Kovitz Core's value and its price as these two are different measures arrived at by different means. Investors typically determine if Kovitz Core is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Kovitz Core's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.