CFA vs. CFO ETF Comparison
Comparison of Compass EMP US 500 Volatility Weighted Index ETF (CFA) to Compass EMP US 500 Enhanced Volatility Weighted Index ETF (CFO)
CFA
Compass EMP US 500 Volatility Weighted Index ETF
CFA Description
The investment seeks to provide investment results that match the performance of the CEMP U.S. Large Cap 500 Volatility Weighted Index before fees and expenses. The index is an unmanaged index that was created by the fund's investment advisor and generally consists of the common stock of the 500 largest companies by market capitalization that have their headquarters in the U.S. and the stock of which trades on U.S. exchanges. Under normal market conditions, the fund invests at least 80% of its assets (defined as net assets plus any borrowing for investment purposes) in securities of U.S. issuers included in the index as of its most recent reconstitution.
Grade (RS Rating)
Last Trade
$81.89
Average Daily Volume
10,141
Number of Holdings
*
493
* may have additional holdings in another (foreign) market
CFO
Compass EMP US 500 Enhanced Volatility Weighted Index ETF
CFO Description
The investment seeks to provide investment results that match the performance of the CEMP U.S. Large Cap 500 Long/Cash Volatility Weighted Index before fees and expenses. The index is an unmanaged index that consists of the common stock of the 500 largest companies by market capitalization that have their headquarters in the U.S. and the stock of which trades on U.S. exchanges with consistent positive earnings and weighted based on the volatility of each stock. Under normal market conditions, the fund invests at least 80% of its assets in the securities of U.S. issuers included in the index as of its most recent reconstitution.Grade (RS Rating)
Last Trade
$66.37
Average Daily Volume
11,256
Number of Holdings
*
492
* may have additional holdings in another (foreign) market
Performance
| Period | CFA | CFO |
|---|---|---|
| 30 Days | 4.09% | 4.11% |
| 60 Days | 3.42% | 3.44% |
| 90 Days | 3.58% | 3.57% |
| 12 Months | 17.66% | 10.68% |
492 Overlapping Holdings
| Symbol | Grade | Weight in CFA | Weight in CFO | Overlap | |
|---|---|---|---|---|---|
| A | B | 0.18% | 0.17% | 0.17% | |
| AAPL | C | 0.3% | 0.3% | 0.3% | |
| ABBV | B | 0.29% | 0.3% | 0.29% | |
| ABNB | F | 0.1% | 0.09% | 0.09% | |
| ABT | A | 0.24% | 0.24% | 0.24% | |
| ACGL | B | 0.25% | 0.25% | 0.25% | |
| ACM | B | 0.25% | 0.24% | 0.24% | |
| ACN | A | 0.22% | 0.22% | 0.22% | |
| ADBE | B | 0.16% | 0.16% | 0.16% | |
| ADI | C | 0.22% | 0.22% | 0.22% | |
| ADM | D | 0.14% | 0.15% | 0.14% | |
| ADP | B | 0.25% | 0.25% | 0.25% | |
| ADSK | B | 0.17% | 0.17% | 0.17% | |
| AEE | A | 0.24% | 0.25% | 0.24% | |
| AEP | A | 0.24% | 0.25% | 0.24% | |
| AES | D | 0.14% | 0.14% | 0.14% | |
| AFG | A | 0.23% | 0.23% | 0.23% | |
| AFL | B | 0.3% | 0.31% | 0.3% | |
| AIG | D | 0.27% | 0.27% | 0.27% | |
| AJG | A | 0.3% | 0.31% | 0.3% | |
| AKAM | D | 0.2% | 0.2% | 0.2% | |
| ALB | F | 0.06% | 0.06% | 0.06% | |
| ALGN | F | 0.07% | 0.07% | 0.07% | |
| ALLE | B | 0.2% | 0.2% | 0.2% | |
| ALLY | C | 0.14% | 0.14% | 0.14% | |
| AMAT | F | 0.13% | 0.12% | 0.12% | |
| AMD | F | 0.07% | 0.07% | 0.07% | |
| AME | D | 0.27% | 0.27% | 0.27% | |
| AMGN | C | 0.24% | 0.24% | 0.24% | |
| AMP | B | 0.27% | 0.27% | 0.27% | |
| AMZN | D | 0.15% | 0.15% | 0.15% | |
| ANET | D | 0.13% | 0.12% | 0.12% | |
| AON | A | 0.24% | 0.25% | 0.24% | |
| AOS | D | 0.21% | 0.2% | 0.2% | |
| APD | B | 0.18% | 0.17% | 0.17% | |
| APH | D | 0.32% | 0.3% | 0.3% | |
| APO | D | 0.18% | 0.17% | 0.17% | |
| APP | B | 0.11% | 0.11% | 0.11% | |
| APTV | D | 0.12% | 0.12% | 0.12% | |
| ARES | C | 0.19% | 0.19% | 0.19% | |
| ATO | A | 0.31% | 0.32% | 0.31% | |
| AVGO | D | 0.17% | 0.17% | 0.17% | |
| AVTR | B | 0.15% | 0.15% | 0.15% | |
| AVY | B | 0.25% | 0.25% | 0.25% | |
| AWK | A | 0.24% | 0.25% | 0.24% | |
| AXON | B | 0.15% | 0.15% | 0.15% | |
| AXP | B | 0.25% | 0.25% | 0.25% | |
| AZO | B | 0.22% | 0.22% | 0.22% | |
| BAC | D | 0.22% | 0.22% | 0.22% | |
| BAH | B | 0.18% | 0.19% | 0.18% | |
| BALL | A | 0.15% | 0.15% | 0.15% | |
| BBY | A | 0.19% | 0.21% | 0.19% | |
| BDX | D | 0.22% | 0.22% | 0.22% | |
| BEN | F | 0.11% | 0.11% | 0.11% | |
| BIIB | D | 0.18% | 0.18% | 0.18% | |
| BK | B | 0.27% | 0.27% | 0.27% | |
| BKNG | C | 0.18% | 0.18% | 0.18% | |
| BKR | D | 0.24% | 0.23% | 0.23% | |
| BLD | D | 0.12% | 0.11% | 0.11% | |
| BLDR | C | 0.09% | 0.09% | 0.09% | |
| BLK | B | 0.25% | 0.25% | 0.25% | |
| BMRN | D | 0.17% | 0.17% | 0.17% | |
| BMY | B | 0.22% | 0.22% | 0.22% | |
| BR | C | 0.27% | 0.27% | 0.27% | |
| BRK.A | B | 0.4% | 0.41% | 0.4% | |
| BRKR | C | 0.1% | 0.1% | 0.1% | |
| BRO | A | 0.29% | 0.3% | 0.29% | |
| BSX | A | 0.27% | 0.28% | 0.27% | |
| BSY | D | 0.15% | 0.15% | 0.15% | |
| BURL | B | 0.14% | 0.14% | 0.14% | |
| BX | B | 0.16% | 0.16% | 0.16% | |
| C | D | 0.23% | 0.23% | 0.23% | |
| CAG | A | 0.25% | 0.25% | 0.25% | |
| CAH | A | 0.22% | 0.22% | 0.22% | |
| CARR | B | 0.21% | 0.2% | 0.2% | |
| CASY | C | 0.25% | 0.24% | 0.24% | |
| CAT | C | 0.18% | 0.17% | 0.17% | |
| CB | A | 0.28% | 0.3% | 0.28% | |
| CBOE | A | 0.28% | 0.28% | 0.28% | |
| CBRE | B | 0.2% | 0.2% | 0.2% | |
| CDNS | D | 0.15% | 0.15% | 0.15% | |
| CDW | D | 0.23% | 0.22% | 0.22% | |
| CE | F | 0.14% | 0.14% | 0.14% | |
| CEG | D | 0.15% | 0.14% | 0.14% | |
| CELH | F | 0.04% | 0.03% | 0.03% | |
| CF | B | 0.16% | 0.16% | 0.16% | |
| CFG | B | 0.17% | 0.16% | 0.16% | |
| CHD | A | 0.25% | 0.26% | 0.25% | |
| CHK | F | 0.15% | 0.15% | 0.15% | |
| CHTR | C | 0.15% | 0.14% | 0.14% | |
| CI | B | 0.15% | 0.16% | 0.15% | |
| CINF | B | 0.27% | 0.27% | 0.27% | |
| CL | A | 0.38% | 0.39% | 0.38% | |
| CLX | A | 0.19% | 0.2% | 0.19% | |
| CMCSA | C | 0.19% | 0.18% | 0.18% | |
| CME | A | 0.26% | 0.26% | 0.26% | |
| CMG | D | 0.2% | 0.2% | 0.2% | |
| CMI | B | 0.23% | 0.23% | 0.23% | |
| CMS | A | 0.27% | 0.28% | 0.27% | |
| CNC | D | 0.18% | 0.17% | 0.17% | |
| CNP | D | 0.23% | 0.24% | 0.23% | |
| COF | C | 0.18% | 0.18% | 0.18% | |
| COIN | F | 0.06% | 0.05% | 0.05% | |
| COP | D | 0.19% | 0.19% | 0.19% | |
| COST | B | 0.33% | 0.34% | 0.33% | |
| COTY | F | 0.1% | 0.1% | 0.1% | |
| CPAY | B | 0.2% | 0.2% | 0.2% | |
| CPB | A | 0.25% | 0.26% | 0.25% | |
| CPNG | B | 0.14% | 0.15% | 0.14% | |
| CPRT | D | 0.21% | 0.21% | 0.21% | |
| CRBG | C | 0.21% | 0.21% | 0.21% | |
| CRL | F | 0.11% | 0.1% | 0.1% | |
| CRM | D | 0.15% | 0.14% | 0.14% | |
| CSCO | B | 0.24% | 0.24% | 0.24% | |
| CSGP | C | 0.15% | 0.15% | 0.15% | |
| CSL | C | 0.19% | 0.19% | 0.19% | |
| CSX | D | 0.23% | 0.24% | 0.23% | |
| CTAS | B | 0.33% | 0.33% | 0.33% | |
| CTRA | F | 0.18% | 0.17% | 0.17% | |
| CTSH | B | 0.21% | 0.21% | 0.21% | |
| CTVA | B | 0.14% | 0.14% | 0.14% | |
| CVNA | C | 0.08% | 0.07% | 0.07% | |
| CVS | F | 0.13% | 0.14% | 0.13% | |
| CVX | F | 0.2% | 0.2% | 0.2% | |
| D | A | 0.21% | 0.21% | 0.21% | |
| DAL | D | 0.14% | 0.15% | 0.14% | |
| DAY | C | 0.11% | 0.11% | 0.11% | |
| DD | C | 0.2% | 0.2% | 0.2% | |
| DDOG | D | 0.07% | 0.07% | 0.07% | |
| DE | B | 0.2% | 0.21% | 0.2% | |
| DECK | C | 0.13% | 0.12% | 0.12% | |
| DELL | F | 0.14% | 0.14% | 0.14% | |
| DG | F | 0.11% | 0.07% | 0.07% | |
| DGX | B | 0.3% | 0.3% | 0.3% | |
| DHI | B | 0.19% | 0.18% | 0.18% | |
| DHR | B | 0.21% | 0.21% | 0.21% | |
| DINO | F | 0.13% | 0.13% | 0.13% | |
| DIS | F | 0.13% | 0.13% | 0.13% | |
| DKS | C | 0.15% | 0.14% | 0.14% | |
| DLTR | F | 0.1% | 0.07% | 0.07% | |
| DOCU | A | 0.13% | 0.13% | 0.13% | |
| DOV | C | 0.25% | 0.24% | 0.24% | |
| DOW | D | 0.21% | 0.21% | 0.21% | |
| DPZ | D | 0.15% | 0.15% | 0.15% | |
| DRI | A | 0.24% | 0.24% | 0.24% | |
| DT | A | 0.15% | 0.14% | 0.14% | |
| DTE | B | 0.26% | 0.27% | 0.26% | |
| DUK | A | 0.32% | 0.33% | 0.32% | |
| DVA | B | 0.15% | 0.15% | 0.15% | |
| DVN | F | 0.16% | 0.15% | 0.15% | |
| DXCM | F | 0.07% | 0.07% | 0.07% | |
| EA | C | 0.25% | 0.25% | 0.25% | |
| EBAY | A | 0.2% | 0.2% | 0.2% | |
| ECL | B | 0.26% | 0.25% | 0.25% | |
| ED | A | 0.29% | 0.3% | 0.29% | |
| EDR | A | 0.12% | 0.12% | 0.12% | |
| EFX | B | 0.17% | 0.17% | 0.17% | |
| EG | B | 0.2% | 0.2% | 0.2% | |
| EIX | A | 0.26% | 0.27% | 0.26% | |
| EL | F | 0.06% | 0.06% | 0.06% | |
| ELF | F | 0.06% | 0.06% | 0.06% | |
| ELV | B | 0.23% | 0.23% | 0.23% | |
| EME | C | 0.21% | 0.2% | 0.2% | |
| EMR | D | 0.19% | 0.18% | 0.18% | |
| ENPH | D | 0.07% | 0.07% | 0.07% | |
| ENTG | D | 0.11% | 0.11% | 0.11% | |
| EOG | D | 0.2% | 0.19% | 0.19% | |
| EPAM | C | 0.09% | 0.09% | 0.09% | |
| EQH | C | 0.22% | 0.21% | 0.21% | |
| EQT | D | 0.12% | 0.12% | 0.12% | |
| ERIE | A | 0.17% | 0.17% | 0.17% | |
| ESTC | F | 0.06% | 0.04% | 0.04% | |
| ETN | D | 0.19% | 0.18% | 0.18% | |
| ETR | A | 0.27% | 0.28% | 0.27% | |
| EVRG | A | 0.26% | 0.26% | 0.26% | |
| EW | F | 0.12% | 0.12% | 0.12% | |
| EXC | A | 0.21% | 0.22% | 0.21% | |
| EXPD | D | 0.23% | 0.23% | 0.23% | |
| EXPE | C | 0.1% | 0.1% | 0.1% | |
| F | D | 0.12% | 0.12% | 0.12% | |
| FANG | D | 0.2% | 0.19% | 0.19% | |
| FAST | D | 0.21% | 0.2% | 0.2% | |
| FCNCA | C | 0.2% | 0.2% | 0.2% | |
| FCX | D | 0.16% | 0.15% | 0.15% | |
| FDS | C | 0.22% | 0.23% | 0.22% | |
| FDX | D | 0.21% | 0.21% | 0.21% | |
| FE | A | 0.27% | 0.28% | 0.27% | |
| FFIV | B | 0.26% | 0.26% | 0.26% | |
| FICO | A | 0.23% | 0.24% | 0.23% | |
| FITB | B | 0.17% | 0.17% | 0.17% | |
| FIVE | F | 0.06% | 0.06% | 0.06% | |
| FIX | C | 0.14% | 0.13% | 0.13% | |
| FND | C | 0.11% | 0.11% | 0.11% | |
| FNF | B | 0.24% | 0.24% | 0.24% | |
| FOXA | B | 0.26% | 0.26% | 0.26% | |
| FSLR | C | 0.15% | 0.14% | 0.14% | |
| FTNT | B | 0.12% | 0.12% | 0.12% | |
| FTV | D | 0.18% | 0.18% | 0.18% | |
| GD | B | 0.27% | 0.27% | 0.27% | |
| GDDY | C | 0.25% | 0.24% | 0.24% | |
| GE | C | 0.23% | 0.22% | 0.22% | |
| GEHC | B | 0.15% | 0.16% | 0.15% | |
| GEV | A | 0.06% | 0.07% | 0.06% | |
| GGG | D | 0.19% | 0.19% | 0.19% | |
| GILD | A | 0.21% | 0.21% | 0.21% | |
| GIS | A | 0.27% | 0.28% | 0.27% | |
| GL | B | 0.25% | 0.26% | 0.25% | |
| GLW | C | 0.27% | 0.27% | 0.27% | |
| GM | B | 0.18% | 0.18% | 0.18% | |
| GOOGL | D | 0.19% | 0.19% | 0.19% | |
| GPC | D | 0.18% | 0.18% | 0.18% | |
| GPN | C | 0.14% | 0.14% | 0.14% | |
| GRMN | B | 0.27% | 0.27% | 0.27% | |
| GS | C | 0.27% | 0.26% | 0.26% | |
| GWW | C | 0.21% | 0.21% | 0.21% | |
| H | C | 0.14% | 0.14% | 0.14% | |
| HAL | F | 0.14% | 0.13% | 0.13% | |
| HBAN | B | 0.18% | 0.18% | 0.18% | |
| HCA | B | 0.25% | 0.26% | 0.25% | |
| HD | B | 0.25% | 0.24% | 0.24% | |
| HEI | B | 0.29% | 0.29% | 0.29% | |
| HIG | B | 0.33% | 0.33% | 0.33% | |
| HII | B | 0.2% | 0.2% | 0.2% | |
| HLT | C | 0.25% | 0.25% | 0.25% | |
| HOLX | A | 0.25% | 0.26% | 0.25% | |
| HON | D | 0.28% | 0.28% | 0.28% | |
| HPE | D | 0.2% | 0.19% | 0.19% | |
| HPQ | D | 0.25% | 0.25% | 0.25% | |
| HRL | A | 0.14% | 0.14% | 0.14% | |
| HSY | A | 0.24% | 0.25% | 0.24% | |
| HUBB | C | 0.19% | 0.18% | 0.18% | |
| HUM | D | 0.14% | 0.15% | 0.14% | |
| HWM | B | 0.3% | 0.3% | 0.3% | |
| IBKR | B | 0.22% | 0.21% | 0.21% | |
| IBM | A | 0.25% | 0.26% | 0.25% | |
| ICE | A | 0.31% | 0.32% | 0.31% | |
| IDXX | D | 0.12% | 0.12% | 0.12% | |
| IEX | D | 0.21% | 0.2% | 0.2% | |
| INCY | C | 0.2% | 0.2% | 0.2% | |
| INTC | F | 0.05% | 0.05% | 0.05% | |
| INTU | D | 0.19% | 0.19% | 0.19% | |
| IP | B | 0.26% | 0.25% | 0.25% | |
| IPG | B | 0.16% | 0.16% | 0.16% | |
| IQV | B | 0.16% | 0.16% | 0.16% | |
| IR | D | 0.21% | 0.21% | 0.21% | |
| ISRG | B | 0.2% | 0.2% | 0.2% | |
| IT | B | 0.18% | 0.18% | 0.18% | |
| ITW | C | 0.26% | 0.26% | 0.26% | |
| J | C | 0.22% | 0.21% | 0.21% | |
| JBHT | C | 0.15% | 0.15% | 0.15% | |
| JBL | F | 0.09% | 0.08% | 0.08% | |
| JCI | C | 0.21% | 0.21% | 0.21% | |
| JKHY | B | 0.23% | 0.23% | 0.23% | |
| JNJ | B | 0.29% | 0.3% | 0.29% | |
| JPM | B | 0.36% | 0.36% | 0.36% | |
| K | A | 0.34% | 0.34% | 0.34% | |
| KDP | A | 0.29% | 0.29% | 0.29% | |
| KEY | B | 0.13% | 0.13% | 0.13% | |
| KEYS | C | 0.16% | 0.16% | 0.16% | |
| KHC | A | 0.24% | 0.25% | 0.24% | |
| KKR | B | 0.2% | 0.19% | 0.19% | |
| KLAC | D | 0.17% | 0.15% | 0.15% | |
| KMB | A | 0.35% | 0.36% | 0.35% | |
| KMI | B | 0.33% | 0.33% | 0.33% | |
| KMX | C | 0.12% | 0.12% | 0.12% | |
| KNSL | B | 0.11% | 0.11% | 0.11% | |
| KO | B | 0.4% | 0.4% | 0.4% | |
| KR | C | 0.27% | 0.27% | 0.27% | |
| L | B | 0.36% | 0.37% | 0.36% | |
| LDOS | B | 0.28% | 0.28% | 0.28% | |
| LECO | F | 0.15% | 0.13% | 0.13% | |
| LEN | B | 0.18% | 0.17% | 0.17% | |
| LHX | C | 0.22% | 0.22% | 0.22% | |
| LII | C | 0.21% | 0.2% | 0.2% | |
| LIN | B | 0.28% | 0.28% | 0.28% | |
| LKQ | D | 0.18% | 0.18% | 0.18% | |
| LLY | B | 0.18% | 0.18% | 0.18% | |
| LMT | A | 0.32% | 0.33% | 0.32% | |
| LNG | B | 0.25% | 0.25% | 0.25% | |
| LNT | A | 0.28% | 0.29% | 0.28% | |
| LOW | B | 0.22% | 0.21% | 0.21% | |
| LPLA | D | 0.14% | 0.14% | 0.14% | |
| LRCX | F | 0.12% | 0.11% | 0.11% | |
| LSCC | F | 0.06% | 0.05% | 0.05% | |
| LUV | A | 0.12% | 0.12% | 0.12% | |
| LVS | D | 0.12% | 0.12% | 0.12% | |
| LW | D | 0.1% | 0.1% | 0.1% | |
| LYB | D | 0.23% | 0.22% | 0.22% | |
| LYV | D | 0.17% | 0.17% | 0.17% | |
| MA | B | 0.28% | 0.29% | 0.28% | |
| MANH | B | 0.17% | 0.17% | 0.17% | |
| MAR | D | 0.19% | 0.19% | 0.19% | |
| MAS | B | 0.18% | 0.18% | 0.18% | |
| MCD | A | 0.31% | 0.31% | 0.31% | |
| MCHP | D | 0.14% | 0.13% | 0.13% | |
| MCK | D | 0.25% | 0.26% | 0.25% | |
| MCO | B | 0.28% | 0.28% | 0.28% | |
| MDLZ | A | 0.25% | 0.27% | 0.25% | |
| MDT | A | 0.26% | 0.26% | 0.26% | |
| MEDP | D | 0.11% | 0.1% | 0.1% | |
| MET | B | 0.24% | 0.24% | 0.24% | |
| META | C | 0.13% | 0.13% | 0.13% | |
| MGM | F | 0.12% | 0.12% | 0.12% | |
| MKC | A | 0.22% | 0.23% | 0.22% | |
| MKL | C | 0.21% | 0.21% | 0.21% | |
| MLM | D | 0.18% | 0.18% | 0.18% | |
| MMC | A | 0.34% | 0.34% | 0.34% | |
| MNST | D | 0.16% | 0.16% | 0.16% | |
| MO | A | 0.32% | 0.33% | 0.32% | |
| MOH | C | 0.16% | 0.15% | 0.15% | |
| MORN | C | 0.17% | 0.17% | 0.17% | |
| MPC | D | 0.18% | 0.18% | 0.18% | |
| MPWR | C | 0.14% | 0.12% | 0.12% | |
| MRK | D | 0.24% | 0.24% | 0.24% | |
| MS | C | 0.22% | 0.22% | 0.22% | |
| MSCI | B | 0.18% | 0.18% | 0.18% | |
| MSFT | D | 0.22% | 0.21% | 0.21% | |
| MSI | B | 0.34% | 0.34% | 0.34% | |
| MSTR | F | 0.08% | 0.08% | 0.08% | |
| MTB | B | 0.18% | 0.18% | 0.18% | |
| MTD | C | 0.19% | 0.19% | 0.19% | |
| NBIX | D | 0.17% | 0.17% | 0.17% | |
| NDAQ | A | 0.29% | 0.31% | 0.29% | |
| NDSN | C | 0.23% | 0.23% | 0.23% | |
| NEE | A | 0.22% | 0.22% | 0.22% | |
| NFLX | B | 0.14% | 0.14% | 0.14% | |
| NI | A | 0.27% | 0.27% | 0.27% | |
| NKE | C | 0.13% | 0.13% | 0.13% | |
| NOC | B | 0.22% | 0.22% | 0.22% | |
| NOW | B | 0.18% | 0.19% | 0.18% | |
| NSC | B | 0.19% | 0.2% | 0.19% | |
| NTAP | D | 0.27% | 0.25% | 0.25% | |
| NTRS | B | 0.16% | 0.16% | 0.16% | |
| NUE | F | 0.13% | 0.13% | 0.13% | |
| NVDA | D | 0.17% | 0.15% | 0.15% | |
| NVR | B | 0.21% | 0.22% | 0.21% | |
| NWSA | C | 0.21% | 0.2% | 0.2% | |
| NXPI | D | 0.15% | 0.14% | 0.14% | |
| OC | D | 0.17% | 0.16% | 0.16% | |
| ODFL | D | 0.14% | 0.14% | 0.14% | |
| OKE | A | 0.26% | 0.27% | 0.26% | |
| OMC | B | 0.22% | 0.22% | 0.22% | |
| ON | D | 0.09% | 0.09% | 0.09% | |
| ORCL | A | 0.17% | 0.18% | 0.17% | |
| ORLY | B | 0.24% | 0.24% | 0.24% | |
| OTIS | D | 0.29% | 0.29% | 0.29% | |
| OVV | F | 0.12% | 0.12% | 0.12% | |
| OXY | F | 0.17% | 0.17% | 0.17% | |
| PANW | B | 0.1% | 0.1% | 0.1% | |
| PAYX | B | 0.25% | 0.26% | 0.25% | |
| PCAR | D | 0.2% | 0.2% | 0.2% | |
| PCG | A | 0.23% | 0.25% | 0.23% | |
| PEG | B | 0.31% | 0.31% | 0.31% | |
| PEP | A | 0.29% | 0.3% | 0.29% | |
| PFE | D | 0.2% | 0.2% | 0.2% | |
| PFG | D | 0.22% | 0.22% | 0.22% | |
| PFGC | B | 0.19% | 0.19% | 0.19% | |
| PG | A | 0.33% | 0.34% | 0.33% | |
| PGR | A | 0.21% | 0.21% | 0.21% | |
| PH | B | 0.2% | 0.2% | 0.2% | |
| PHM | B | 0.18% | 0.17% | 0.17% | |
| PKG | B | 0.24% | 0.24% | 0.24% | |
| PLTR | B | 0.08% | 0.08% | 0.08% | |
| PM | A | 0.39% | 0.4% | 0.39% | |
| PNC | B | 0.21% | 0.21% | 0.21% | |
| PODD | A | 0.13% | 0.13% | 0.13% | |
| POOL | C | 0.14% | 0.13% | 0.13% | |
| PPG | D | 0.21% | 0.21% | 0.21% | |
| PPL | A | 0.29% | 0.3% | 0.29% | |
| PR | D | 0.12% | 0.12% | 0.12% | |
| PRU | C | 0.25% | 0.25% | 0.25% | |
| PSTG | F | 0.11% | 0.09% | 0.09% | |
| PSX | D | 0.18% | 0.18% | 0.18% | |
| PTC | D | 0.22% | 0.22% | 0.22% | |
| PWR | C | 0.16% | 0.16% | 0.16% | |
| PYPL | B | 0.14% | 0.14% | 0.14% | |
| QCOM | F | 0.17% | 0.16% | 0.16% | |
| RCL | C | 0.19% | 0.18% | 0.18% | |
| REGN | B | 0.27% | 0.26% | 0.26% | |
| RF | B | 0.17% | 0.17% | 0.17% | |
| RGA | B | 0.3% | 0.3% | 0.3% | |
| RGEN | C | 0.07% | 0.07% | 0.07% | |
| RJF | D | 0.2% | 0.2% | 0.2% | |
| RL | A | 0.13% | 0.14% | 0.13% | |
| RMD | A | 0.17% | 0.17% | 0.17% | |
| RNR | A | 0.18% | 0.18% | 0.18% | |
| ROK | D | 0.13% | 0.12% | 0.12% | |
| ROL | B | 0.21% | 0.21% | 0.21% | |
| ROP | C | 0.31% | 0.32% | 0.31% | |
| ROST | B | 0.23% | 0.23% | 0.23% | |
| RPM | A | 0.18% | 0.18% | 0.18% | |
| RS | D | 0.15% | 0.15% | 0.15% | |
| RSG | B | 0.38% | 0.38% | 0.38% | |
| RTX | B | 0.24% | 0.25% | 0.24% | |
| RYAN | B | 0.26% | 0.26% | 0.26% | |
| SAIA | D | 0.08% | 0.09% | 0.08% | |
| SBUX | B | 0.22% | 0.21% | 0.21% | |
| SCHW | D | 0.14% | 0.14% | 0.14% | |
| SCI | B | 0.18% | 0.18% | 0.18% | |
| SHW | B | 0.25% | 0.25% | 0.25% | |
| SLB | F | 0.14% | 0.14% | 0.14% | |
| SMCI | F | 0.02% | 0.02% | 0.02% | |
| SNA | D | 0.21% | 0.21% | 0.21% | |
| SNPS | D | 0.15% | 0.14% | 0.14% | |
| SO | A | 0.31% | 0.32% | 0.31% | |
| SPGI | A | 0.25% | 0.26% | 0.25% | |
| SQ | D | 0.07% | 0.07% | 0.07% | |
| SRE | B | 0.28% | 0.29% | 0.28% | |
| SSNC | B | 0.26% | 0.26% | 0.26% | |
| STE | A | 0.23% | 0.23% | 0.23% | |
| STLD | D | 0.13% | 0.13% | 0.13% | |
| STT | B | 0.21% | 0.21% | 0.21% | |
| STZ | B | 0.25% | 0.25% | 0.25% | |
| SWKS | D | 0.17% | 0.16% | 0.16% | |
| SYF | C | 0.2% | 0.2% | 0.2% | |
| SYK | A | 0.21% | 0.21% | 0.21% | |
| SYY | A | 0.24% | 0.25% | 0.24% | |
| T | A | 0.2% | 0.21% | 0.2% | |
| TAP | C | 0.2% | 0.21% | 0.2% | |
| TDG | B | 0.24% | 0.24% | 0.24% | |
| TDY | B | 0.22% | 0.22% | 0.22% | |
| TECH | D | 0.14% | 0.14% | 0.14% | |
| TEL | C | 0.23% | 0.23% | 0.23% | |
| TER | D | 0.18% | 0.17% | 0.17% | |
| TGT | B | 0.15% | 0.14% | 0.14% | |
| TJX | B | 0.35% | 0.35% | 0.35% | |
| TMO | A | 0.22% | 0.22% | 0.22% | |
| TMUS | B | 0.39% | 0.38% | 0.38% | |
| TOL | B | 0.17% | 0.17% | 0.17% | |
| TPL | C | 0.22% | 0.2% | 0.2% | |
| TPR | B | 0.11% | 0.12% | 0.11% | |
| TRGP | A | 0.29% | 0.3% | 0.29% | |
| TRMB | D | 0.13% | 0.13% | 0.13% | |
| TROW | D | 0.16% | 0.16% | 0.16% | |
| TRV | A | 0.26% | 0.27% | 0.26% | |
| TSCO | B | 0.21% | 0.21% | 0.21% | |
| TSLA | D | 0.1% | 0.1% | 0.1% | |
| TT | B | 0.22% | 0.21% | 0.21% | |
| TTD | B | 0.11% | 0.11% | 0.11% | |
| TW | B | 0.21% | 0.21% | 0.21% | |
| TXN | C | 0.24% | 0.24% | 0.24% | |
| TXT | D | 0.19% | 0.19% | 0.19% | |
| TYL | A | 0.25% | 0.26% | 0.25% | |
| UAL | C | 0.11% | 0.12% | 0.11% | |
| UBER | B | 0.11% | 0.11% | 0.11% | |
| UHAL | B | 0.16% | 0.16% | 0.16% | |
| ULTA | D | 0.12% | 0.12% | 0.12% | |
| UNH | A | 0.25% | 0.26% | 0.25% | |
| UNP | B | 0.22% | 0.22% | 0.22% | |
| UPS | F | 0.17% | 0.17% | 0.17% | |
| URI | C | 0.13% | 0.13% | 0.13% | |
| USB | B | 0.15% | 0.15% | 0.15% | |
| USFD | B | 0.26% | 0.26% | 0.26% | |
| UTHR | B | 0.3% | 0.29% | 0.29% | |
| V | A | 0.31% | 0.32% | 0.31% | |
| VEEV | A | 0.13% | 0.14% | 0.13% | |
| VLO | D | 0.17% | 0.16% | 0.16% | |
| VLTO | B | 0.17% | 0.17% | 0.17% | |
| VMC | D | 0.19% | 0.18% | 0.18% | |
| VRSK | C | 0.29% | 0.3% | 0.29% | |
| VRSN | C | 0.23% | 0.23% | 0.23% | |
| VRT | F | 0.1% | 0.09% | 0.09% | |
| VRTX | D | 0.21% | 0.2% | 0.2% | |
| VST | C | 0.28% | 0.26% | 0.26% | |
| VTRS | C | 0.16% | 0.15% | 0.15% | |
| VZ | B | 0.18% | 0.18% | 0.18% | |
| WAB | B | 0.29% | 0.29% | 0.29% | |
| WAT | B | 0.16% | 0.15% | 0.15% | |
| WBA | F | 0.05% | 0.05% | 0.05% | |
| WDAY | C | 0.14% | 0.14% | 0.14% | |
| WEC | A | 0.27% | 0.27% | 0.27% | |
| WFC | D | 0.19% | 0.2% | 0.19% | |
| WLK | D | 0.17% | 0.16% | 0.16% | |
| WM | D | 0.28% | 0.28% | 0.28% | |
| WMB | B | 0.33% | 0.32% | 0.32% | |
| WMG | F | 0.14% | 0.14% | 0.14% | |
| WMS | D | 0.13% | 0.12% | 0.12% | |
| WMT | A | 0.36% | 0.36% | 0.36% | |
| WRB | B | 0.24% | 0.24% | 0.24% | |
| WSM | D | 0.14% | 0.14% | 0.14% | |
| WSO | D | 0.2% | 0.19% | 0.19% | |
| WST | D | 0.12% | 0.12% | 0.12% | |
| WYNN | D | 0.11% | 0.11% | 0.11% | |
| XEL | A | 0.24% | 0.25% | 0.24% | |
| XOM | C | 0.23% | 0.22% | 0.22% | |
| XPO | D | 0.1% | 0.09% | 0.09% | |
| XYL | D | 0.24% | 0.23% | 0.23% | |
| YUM | B | 0.28% | 0.28% | 0.28% | |
| ZBH | D | 0.19% | 0.19% | 0.19% | |
| ZBRA | C | 0.13% | 0.12% | 0.12% | |
| ZM | B | 0.15% | 0.14% | 0.14% | |
| ZTS | A | 0.16% | 0.17% | 0.16% |
CFA Overweight 1 Positions Relative to CFO
| Symbol | Grade | Weight | |
|---|---|---|---|
| MRO | C | 0.18% |
CFA Underweight 0 Positions Relative to CFO
| Symbol | Grade | Weight |
|---|
CFA: Top Represented Industries & Keywords
Industries:
Software - Application
Diversified Industrials
Utilities - Regulated Electric
Semiconductors
Asset Management
Business Services
Diagnostics & Research
Specialty Retail
Capital Markets
Oil & Gas E&P
Aerospace & Defense
Banks - Regional - US
Drug Manufacturers - Major
Insurance - Property & Casualty
Specialty Chemicals
Biotechnology
Household & Personal Products
Medical Devices
Packaged Foods
Health Care Plans
CFO: Top Represented Industries & Keywords
Industries:
Software - Application
Diversified Industrials
Utilities - Regulated Electric
Semiconductors
Asset Management
Business Services
Diagnostics & Research
Specialty Retail
Capital Markets
Oil & Gas E&P
Aerospace & Defense
Banks - Regional - US
Drug Manufacturers - Major
Insurance - Property & Casualty
Specialty Chemicals
Biotechnology
Household & Personal Products
Medical Devices
Packaged Foods
Health Care Plans
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