The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.
Applied Finance Valuation LgCp ETF VSLU
Morningstar’s Analysis VSLU
Will VSLU outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 48.7
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Apple Inc | 8.30 | 17.5 Mil | Technology |
NVIDIA Corp | 7.68 | 16.2 Mil | Technology |
Alphabet Inc Class A | 5.58 | 11.8 Mil | Communication Services |
Microsoft Corp | 5.44 | 11.5 Mil | Technology |
Mastercard Inc Class A | 5.07 | 10.7 Mil | Financial Services |
Meta Platforms Inc Class A | 4.46 | 9.4 Mil | Communication Services |
Broadcom Inc | 3.53 | 7.4 Mil | Technology |
Amazon.com Inc | 3.40 | 7.2 Mil | Consumer Cyclical |
Visa Inc Class A | 3.06 | 6.4 Mil | Financial Services |
AbbVie Inc | 2.17 | 4.6 Mil | Healthcare |