Morningstar

VistaShares Target 15 ACKtivist Select Income ETF ACKY

Morningstar Medalist Rating
Medalist Rating as of | See VistaShares Investment Hub

Morningstar’s Analysis ACKY

Will ACKY outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable ACKY’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the ACKY management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of ACKY’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

VistaShares Trgt 15 ACKtivist Sel IncETF holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings ACKY

More ACKY Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 92.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

12.13 5M
Technology

Brookfield Corp Registered Shs -A- Limited Vtg

11.04 5M
Financial Services

Howard Hughes Holdings Inc

10.52 5M
Real Estate

Pershing Square USA, Ltd

9.96 4M
—

Uber Technologies Inc

9.78 4M
Technology

Amazon.com Inc

9.69 4M
Consumer Cyclical

Meta Platforms Inc Class A

9.30 4M
Communication Services

Restaurant Brands International Inc

8.14 4M
Consumer Cyclical

Visa Inc Class A

5.70 3M
Financial Services

Mastercard Inc Class A

5.37 2M
Financial Services

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