Morningstar

Amplify Etho Climate Leadership U.S. ETF ETHO

Morningstar Medalist Rating
Medalist Rating as of | See Amplify Investment Hub

Morningstar’s Analysis ETHO

Will ETHO outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable ETHO’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the ETHO management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of ETHO’s parent organization’s priorities and whether they’re in line with investors’ interests.

Neither people nor process stand out at Amplify Etho Climate Leadership U.S. ETF, but it gets enough right to help this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings ETHO

More ETHO Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 6.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Sprouts Farmers Market Inc

0.90 1.4 Mil
Consumer Defensive

Atlantic Union Bankshares Corp

0.78 1.2 Mil
Financial Services

InterDigital Inc

0.72 1.1 Mil
Technology

Bloom Energy Corp Class A

0.69 1.1 Mil
Industrials

Alnylam Pharmaceuticals Inc

0.65 1.0 Mil
Healthcare

Liquidity Services Inc

0.62 955,815
Consumer Cyclical

Protagonist Therapeutics Inc

0.61 935,562
Healthcare

Twilio Inc Class A

0.60 921,807
Technology

T-Mobile US Inc

0.60 919,081
Communication Services

Tesla Inc

0.59 903,418
Consumer Cyclical

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