SOLR SmartETFs Sustainable Energy II ETF
What is SOLR?
SOLR is an actively-managed ETF of global stocks focused on alternative or renewable energy, held on approximately an equal-weighted basis.
SOLR Factset Analytics Insight
SOLR is an ETF version of a mutual fund that launched in 2006. Both SOLR and the fund utilize a proprietary methodology, based on fundamental research, for stock selection. The adviser identifies global companies whose businesses are focused on renewable energy or improving energy efficiency along four key areas: energy generation, installation, displacement and electrification. Each stock is analyzed for consistency of cash flow, return on invested capital, profitability, and comparison to industry peers. The adviser selects a narrow basket, typically 35 holdings, and generally weights each position equally in the portfolio. Prior to January 4, 2022, the fund’s ticker was SULR.
SOLR Summary Data
SOLR Portfolio Data
SOLR Index Data
SOLR Portfolio Management
SOLR Tax Exposures
SOLR Fund Structure
Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of SOLR. SOLR is rated a 4 out of 5.
SOLR Sector/Industry Breakdown
SOLR Top 10 Holdings
SOLR Performance Statistics
SOLR Economic Development
SOLR Benchmark Comparison Summary
SOLR 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.