Notable companies
The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG), SERVICENOW (NYSE:NOW), Shopify (NYSE:SHOP), Workday (NASDAQ:WDAY), Atlassian Corp (NASDAQ:TEAM), MongoDB (NASDAQ:MDB), Okta (NASDAQ:OKTA).
Industry description
The investment seeks long-term capital appreciation.
The fund is an actively managed exchange traded fund (“ETF”). It seeks to outperform the Russell 1000 Growth Index with a portfolio of 15 to 30 stocks. The adviser employs a bottom-up fundamental investment process to select stocks in companies that, in its view, demonstrate potential for sustainable competitive advantages, visible reinvestment opportunities, and have experienced management teams. Under normal market conditions, the fund invests at least 80% of its net assets plus any borrowing for investment purposes in equity securities. It is non-diversified.
Market Cap
The average market capitalization across the Sterling Capital Focus Equity ETF ETF is 413.49B. The market cap for tickers in the group ranges from 13.89B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is SAIA at 13.89B.
High and low price notable news
The average weekly price growth across all stocks in the Sterling Capital Focus Equity ETF ETF was -1%. For the same ETF, the average monthly price growth was 3%, and the average quarterly price growth was 4%. SHOP experienced the highest price growth at 25%, while VEEV experienced the biggest fall at -9%.
Volume
The average weekly volume growth across all stocks in the Sterling Capital Focus Equity ETF ETF was 77%. For the same stocks of the ETF, the average monthly volume growth was 130% and the average quarterly volume growth was 81%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 79
P/E Growth Rating: 71
Price Growth Rating: 45
SMR Rating: 51
Profit Risk Rating: 39
Seasonality Score: 10 (-100 ... +100)