Miller Value Ptnrs Appreciation ETF MVPA

Medalist Rating as of | See Miller Value Investment Hub

Morningstar’s Analysis MVPA

Will MVPA outperform in the future?

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Miller Value Ptnrs Appreciation ETF holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

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Portfolio Holdings MVPA

  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 50.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Crescent Energy Co Class A

7.50 5M
Energy

Meta Platforms Inc Class A

6.32 4M
Communication Services

Strategy Inc Class A

5.16 4M
Technology

Bloomin Brands Inc

5.10 3M
Consumer Cyclical

Crocs Inc

5.03 3M
Consumer Cyclical

Lincoln National Corp

4.62 3M
Financial Services

MercadoLibre Inc

4.22 3M
Consumer Cyclical

United Parcel Service Inc Class B

4.04 3M
Industrials

Jackson Financial Inc

4.02 3M
Financial Services

Concentrix Corp Ordinary Shares

3.98 3M
Technology

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