LCLG vs. EQTY ETF Comparison
Comparison of Logan Capital Broad Innovative Growth ETF (LCLG) to Kovitz Core Equity ETF (EQTY)
LCLG
Logan Capital Broad Innovative Growth ETF
LCLG Description
The investment seeks long-term capital appreciation. Under normal market conditions, the fund invests primarily in securities of companies that use innovative technologies or ideas to gain advantage over competitors. The Advisor expects to invest principally in large capitalization equity securities that are traded on U.S. securities exchanges. The fund may invest up to 20% of its total assets in securities of foreign issuers, including issuers in emerging markets.
Grade (RS Rating)
Last Trade
$52.60
Average Daily Volume
517
57
EQTY
Kovitz Core Equity ETF
EQTY Description
The Kovitz Core Equity ETF seeks long-term capital appreciation. Through our fundamental, research-driven process, we strive to build diversified portfolios of equity investments through the purchase of competitively advantaged and financially strong companies at prices substantially less than our estimate of their intrinsic values.Grade (RS Rating)
Last Trade
$24.17
Average Daily Volume
37,903
38
Performance
| Period | LCLG | EQTY |
|---|---|---|
| 30 Days | 7.63% | 3.75% |
| 60 Days | 17.72% | 10.86% |
| 90 Days | 16.55% | 12.56% |
| 12 Months | 47.86% | 32.86% |
LCLG Overweight 51 Positions Relative to EQTY
| Symbol | Grade | Weight | |
|---|---|---|---|
| NFLX | A | 4.88% | |
| MA | B | 4.71% | |
| AVGO | B | 4.43% | |
| APH | A | 4.3% | |
| KLAC | F | 4.26% | |
| DKS | F | 3.17% | |
| APP | B | 3.16% | |
| CTAS | A | 2.83% | |
| URI | B | 2.6% | |
| FAST | A | 2.31% | |
| ODFL | B | 2.12% | |
| TTD | A | 1.91% | |
| DECK | B | 1.86% | |
| MTD | C | 1.81% | |
| BURL | C | 1.74% | |
| WSM | F | 1.73% | |
| LAD | B | 1.67% | |
| TXRH | B | 1.57% | |
| SHW | C | 1.56% | |
| CPRT | B | 1.55% | |
| LECO | C | 1.45% | |
| SBUX | C | 1.31% | |
| COIN | B | 1.28% | |
| EA | A | 1.27% | |
| ZBRA | B | 1.24% | |
| WAT | B | 1.22% | |
| ADBE | F | 1.1% | |
| ACN | B | 1.09% | |
| NDSN | C | 0.98% | |
| MAR | A | 0.97% | |
| HD | B | 0.93% | |
| GPK | D | 0.93% | |
| MNST | B | 0.91% | |
| A | C | 0.88% | |
| HUBB | B | 0.81% | |
| IQV | F | 0.8% | |
| LPLA | B | 0.76% | |
| LOGI | F | 0.75% | |
| PAYC | B | 0.68% | |
| LULU | C | 0.65% | |
| ZTS | F | 0.64% | |
| ETN | B | 0.53% | |
| ELF | D | 0.53% | |
| TRMB | B | 0.52% | |
| POOL | B | 0.48% | |
| NSP | F | 0.46% | |
| CRL | D | 0.41% | |
| LW | C | 0.41% | |
| RH | B | 0.38% | |
| OMF | B | 0.34% | |
| IPGP | C | 0.3% |
LCLG Underweight 32 Positions Relative to EQTY
| Symbol | Grade | Weight | |
|---|---|---|---|
| SCHW | B | -4.26% | |
| BDX | F | -4.23% | |
| KEYS | A | -4.03% | |
| PM | C | -3.9% | |
| J | C | -3.69% | |
| ICE | D | -3.67% | |
| V | A | -3.5% | |
| CRM | B | -3.44% | |
| KMX | C | -3.22% | |
| LOW | B | -3.12% | |
| BRK.A | C | -3.12% | |
| FI | B | -3.08% | |
| PCAR | B | -2.94% | |
| AON | B | -2.92% | |
| AXP | B | -2.87% | |
| ORCL | A | -2.79% | |
| PPG | F | -2.46% | |
| JPM | B | -2.4% | |
| DLTR | F | -2.32% | |
| MSI | B | -1.96% | |
| ADI | B | -1.95% | |
| DEO | F | -1.9% | |
| AMAT | D | -1.73% | |
| AMD | F | -1.14% | |
| HAS | D | -1.13% | |
| HAYW | B | -0.65% | |
| MSFT | C | -0.24% | |
| SYK | B | -0.13% | |
| GGG | C | -0.09% | |
| VRSK | B | -0.08% | |
| ABT | C | -0.06% | |
| EFX | D | -0.06% |
LCLG: Top Represented Industries & Keywords
EQTY: Top Represented Industries & Keywords
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