GK AdvisorShares Gerber Kawasaki ETF

This is an actively managed fund that seeks long-term capital appreciation. Seeks to achieve its investment objective by investing in a focused portfolio of growth stocks. The Fund primarily invests in U.S. exchange traded equity securities, including common and preferred stock and American Depositary Receipts (“ADRs”). The Fund allocates its portfolio investments based on Gerber Kawasaki Inc.’s (the “Sub-Advisor”) proprietary research methods, which seek to identify top companies within the fastest growing current or future global macroeconomic trends (i.e., the economic trends that affect the performance, structure, and behavior of the economy as a whole). This multi-thematic approach allows for investment diversification but also capitalizes on various newly evolving, or “disruptive,” investment themes. Stock selection is determined using the Sub-Advisor’s three-part analysis system that rates a company’s fundamentals, technical indicators (i.e., chart-based calculations created from historic price, volume, or open interest information that aims to forecast future stock price movements), and the results of the Sub-Advisor’s qualitative analysis of the company. The Sub-Advisor’s qualitative analysis includes review of a company’s products and management as well as its fit among macro trends. The Sub-Advisor seeks to identify the best opportunities within identified macro themes that give investors the best opportunity for growth of capital.

$16.53  +0.28 (1.72%)
As of 01/26/2023 14:47:47 EST     IEX book   CBOE book

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ETF Information

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Sponsor:     AdvisorShares
Category1:  US Equity
Category2:  Broad market
Category3:  Large and mid cap
Morningstar category:  
Leverage factor:  1.00
Inception date:  07/02/2021
Current yield:  1.22%
Historical average yield:  0.61%
Market cap:  $15,485,000
Average volume:  5,503
Fees:     0.8100%
Investment style: Actively managed