The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.
Impact Shares NAACP Minority Empwrmt ETF NACP
Morningstar’s Analysis NACP
Will NACP 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 37.3
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Apple Inc | 5.03 | 2.4 Mil | Technology |
NVIDIA Corp | 4.90 | 2.4 Mil | Technology |
Microsoft Corp | 4.63 | 2.2 Mil | Technology |
Amazon.com Inc | 4.47 | 2.2 Mil | Consumer Cyclical |
Meta Platforms Inc Class A | 3.63 | 1.8 Mil | Communication Services |
Accenture PLC Class A | 3.58 | 1.7 Mil | Technology |
Qualcomm Inc | 3.18 | 1.5 Mil | Technology |
International Business Machines Corp | 3.08 | 1.5 Mil | Technology |
Alphabet Inc Class A | 2.41 | 1.2 Mil | Communication Services |
JPMorgan Chase & Co | 2.39 | 1.2 Mil | Financial Services |