GFGF Guru Favorite Stocks ETF
GFGF Fund Description
GFGF actively selects US-listed companies that are favored by prominent long-term investors.
GFGF Factset Analytics Insight
GFGF invests in US stocks that are favored by prominent long-term investors. The subadvisor selects around 20 investors or gurus with publicly available track records of at least 10 years. From an initial universe of US-listed companies based on the publicly available information and 13F filings, the fund screens out companies with market-cap below $1 billion. Securities are ranked by the number of gurus investing in a particular security, regardless of the size of holdings. The subadvisor will recommend approximately 25-30 stocks based on their determined ranking with consideration to quality or value. A stock’s quality and value is determined by using various financial measurements. GFGF takes a long-term investment view and recommends changes to the portfolio near the beginning and the middle of each year. As an actively managed fund, the portfolio managers can analyze market and financial data to make buy, sell, and hold decisions at their discretion.
GFGF Summary Data
GFGF Portfolio Data
GFGF Index Data
GFGF Portfolio Management
GFGF Tax Exposures
GFGF Fund Structure
GFGF Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of GFGF. GFGF is rated a N/A out of 5.
GFGF Sector/Industry Breakdown
GFGF Top 10 Holdings[View All]
GFGF Performance Statistics
GFGF Benchmark Comparison Summary
GFGF 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.