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EQTY Price & Analysis

EQTY ETF Chart & Stats

Kovitz Core Equity ETF (EQTY) Fund Flow Chart

Kovitz Core Equity ETF (EQTY) 1 year Net Flows: $41M

EQTY ETF FAQ

What was EQTY’s price range in the past 12 months?
EQTY lowest ETF price was $18.59 and its highest was $24.44 in the past 12 months.
    What is the AUM of EQTY?
    As of Nov 15, 2024 The AUM of EQTY is 1.20B.
      Is EQTY overvalued?
      According to Wall Street analysts EQTY’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
        Does EQTY pay dividends?
        EQTY pays a Annually dividend of $0.05 which represents an annual dividend yield of 0.21%. See more information on EQTY dividends here
          How many shares outstanding does EQTY have?
          EQTY has 49,698,196 shares outstanding.
            Which hedge fund is a major shareholder of EQTY?
            Currently, no hedge funds are holding shares in EQTY

            EQTY ETF Smart Score

            For ETFs, the calculations for the Smart Score, Analyst Consensus, Price Target, Blogger Sentiment, News Sentiment and Insider Transactions are based on the weighted average of the ETF's holdings and some additional factors. Hedge Fund Trend, Crowd Wisdom and Technicals are based on the actual ETF ticker.​

            Top 10 Holdings

            Name
            Weight %
            Amazon.Com, Inc.
            4.81%
            Meta Platforms, Inc.
            4.81%
            Charles Schwab Corp.
            4.68%
            Alphabet Inc. Class C
            4.14%
            Becton, Dickinson and Co
            3.98%
            Keysight Technologies Inc
            3.93%
            Visa Inc.
            3.77%
            Salesforce.com
            3.76%
            Philip Morris International
            3.75%
            USD_CASH
            U.S. Dollar
            3.64%
            Total41.28%

            ETF Description

            Kovitz Core Equity ETF

            EQTY is a narrow, core equity portfolio of companies believed by the adviser to be high quality and undervalued. The actively managed fund invests in large- and mid-cap companies around the globe.
            Sector
            Size And Style
            Asset Class
            Equity
            Region
            Global
            Issuer
            Kovitz
            Index Tracked
            No Underlying Index
            Ticker Symbol
            EQTY
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