Notable companies
The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), Walmart (NYSE:WMT), Eli Lilly & Co (NYSE:LLY), Taiwan Semiconductor Manufacturing Company Ltd (NYSE:TSM), Unitedhealth Group (NYSE:UNH), Procter & Gamble Company (NYSE:PG), Johnson & Johnson (NYSE:JNJ).
Industry description
The investment seeks to provide a tax-efficient investment return consisting of capital appreciation.
The fund is an actively managed exchanged-traded fund (“ETF”) that invests in U.S.-listed equity securities that have a market capitalization of greater than $5 billion. Utilizing its own quantitative model, the fund’s investment sub-adviser, Cambria Investment Management, L.P. (“Cambria” or the “Sub-Adviser”) selects value stocks with lower dividend distributions, which are generally taxed as ordinary income.
Market Cap
The average market capitalization across the Cambria Tax Aware ETF ETF is 143.1B. The market cap for tickers in the group ranges from 2.88B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is CALM at 2.88B.
High and low price notable news
The average weekly price growth across all stocks in the Cambria Tax Aware ETF ETF was -1%. For the same ETF, the average monthly price growth was -7%, and the average quarterly price growth was 0%. PLTR experienced the highest price growth at 20%, while WSO experienced the biggest fall at -10%.
Volume
The average weekly volume growth across all stocks in the Cambria Tax Aware ETF ETF was -9%. For the same stocks of the ETF, the average monthly volume growth was 18% and the average quarterly volume growth was 44%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 50
P/E Growth Rating: 54
Price Growth Rating: 54
SMR Rating: 49
Profit Risk Rating: 36
Seasonality Score: 2 (-100 ... +100)