ATFVAlger 35 ETF
ATFV Fund Description
ATFV is an actively-managed, non-transparent ETF that holds a concentrated portfolio of global growth stocks.
ATFV Factset Analytics Insight
ATFV combines growth investing with a non-transparent, high-conviction approach. The fund adviser uses a proprietary methodology based on ‘positive dynamic change’ to determine the fund’s narrow holdings of 35 growth stocks of any market-cap. This methodology considers companies’ high unit volume growth or positive lifecycle change. ATFV also aims to focus its investments on companies that benefit from technological innovations. Unlike traditional ETFs, ATFV only discloses its full holdings monthly, with a 60-day lag. The fund provides a Verified Intraday Indicative Value (VIIV) throughout the day, to give additional information regarding the indicative value of shares. Investors should note that a non-transparent structure could result in wider spreads.
ATFV Summary Data
ATFV Portfolio Data
ATFV Index Data
ATFV Portfolio Management
ATFV Tax Exposures
ATFV Fund Structure
ATFV Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of ATFV. ATFV is rated a N/A out of 5.
ATFV Performance Statistics
ATFV Benchmark Comparison Summary
ATFV Benchmark Comparison Market Cap Size
Options Strategies for Outcome Investing
A collar strategy is a protective option strategy constructed by writing a call and buying a put with the same expiration date while being long the underlying security.
A covered call is an income strategy constructed by writing a call option against a holding of the underlying security.