ETFs - Profile

AdvisorShares Focused Equity ETF

US > Multi-Cap > Core

Rank

Universe Rank
62 22

Summary

The fund seeks capital appreciation in the long term by investing in companies across any size in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests significantly in equity securities.

The team favors fundamentally sound companies with consistent financial strength and that have demonstrated high earnings quality.

In addition, the team prefers stocks with a track record of sales and earnings growth or companies that have steadily increased their earnings and dividends for several years.

The team believes these companies have superior operating histories with dominant position in their respective markets and proven management teams.

In addition, the team also considers companies that have a unique opportunity for growth.

The team also focuses on companies that are lagging in market price More

Philosophy Strategy Process Reaserch Risk Management

Price

  • Last Close
  • $47.61
    -1.25
  • 52 Week HL
  • $53.35 - $41.94
  • Net Assets
  • $28.92 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Performance
-6.5 % YTD

  • 3 Year
  • 55.89%
  • 5 Year
  • 82.14%
  • Best
  • 30.32%
    2019
  • Worst
  • -6.52%
    2022

Returns +
A

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
CWS -7%0%17%30%-6%21%0%0%0%0%0%
S&P 500 -10%27%16%29%-6%19%10%-1%11%30%13%

Returns +
Q

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 -8.4% 3.1% -18.2% 12.8% -2.2% 7% - - - - -
Q2 - 0.1% 14.1% 5.2% 4.8% 2.9% -100% - - - -
Q3 - -0.8% 11.8% 1.8% 6.5% 0.9% -0.1% - - - -
Q4 - 13.2% 12.1% 6.2% -13.3% 8% 3.2% - - - -

Returns +
M

J F M A M J J A S O N D
2022 -8.4% - - - - - - - - - - -
2021 -3.5% 1.8% 4.9% 4.5% -1.2% -2.2% 5.7% 1.8% -4.9% 6.4% - 6.4%

Annual
Return

Index Comparison

Alpha

NAV