Cambria Tax Aware ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
Cambria Tax Aware ETF TAX
Morningstar’s Analysis TAX
Will TAX outperform in the 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 17.1
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
First American Government Obligs X | 2.41 | 605,534 | Cash and Equivalents |
Advanced Micro Devices Inc | 2.16 | 540,651 | Technology |
Twilio Inc Class A | 1.97 | 495,374 | Technology |
Revolution Medicines Inc Ordinary Shares | 1.79 | 449,535 | Healthcare |
JFrog Ltd Ordinary Shares | 1.70 | 426,855 | Technology |
Natera Inc | 1.69 | 424,788 | Healthcare |
Charles River Laboratories International Inc | 1.60 | 401,183 | Healthcare |
Roivant Sciences Ltd Ordinary Shares | 1.58 | 395,984 | Healthcare |
F5 Inc | 1.56 | 391,834 | Technology |
Maplebear Inc | 1.54 | 385,293 | Consumer Cyclical |