- What are the top holdings of SQEW?
- LeaderShares Equity Skew ETF holds 10 securities in total. The largest positions and their portfolio weights are listed on the Holdings tab.
- How many holdings does SQEW have?
- SQEW holds 10 positions as reported by the fund's most recent disclosure.
- What sectors does SQEW invest in?
- LeaderShares Equity Skew ETF (SQEW) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.
- What sector is SQEW most exposed to?
- SQEW's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.
- Is SQEW a US-only fund?
- The country allocation card on this page shows SQEW's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.
- What does SQEW invest in?
- The LeaderShares Equity Skew ETF (the “Equity Skew ETF” or the “Fund”) seeks to generate long-term capital growth. The Fund is an actively managed exchange traded fund (“ETF”) that normally invests at least 80% of its net assets, including any borrowings for investment purposes, in equity securities. The Fund defines equity securities to include investments in other investment companies, such as ETFs, that invest primarily in equity securities. The Fund employs a contrarian strategy seeking to buy underperforming asset classes and/or factors and sell outperforming asset classes and/or factors based on quantitative research. The primary equity style exposure and factors are large cap growth, large cap value, small cap growth, small cap value, and emerging market equities. The weightings to these equity style exposures represented by equity securities, are determined using proprietary quantitative methodologies that include statistical skew. Skew or skewness measures the asymmetry of a return distribution between different constituents in a group. Measuring the skewness allows the Adviser to take five groups of stocks (Large Cap Growth, Large Cap Value, Small Cap Growth, Small Cap Value and Emerging Markets) and determine the relative weightings of each of these five groups based on how recent returns of such group fits into its historical distribution of returns. This measure of skewness generally leads to security groups that have recently outperformed to have reduced exposure and security groups that have recently underperformed to have increased exposure at each re-balance. The Fund will invest in equity securities with a market capitalization of at least $1 billion.
