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CAMXCambiar Aggressive Value ETF

Grow my money#1825 of 2944 for Grow my money

Seeks long-term capital appreciation.

Cambiar Funds · Since 2007 (18 years)

Annual Cost

0.59%

#2801 out of 5,332 ETFs

Fund Size

$60M

#3185 out of 5,332 ETFs

Dividend Yield

1.84%

Track Record

18 years

#534 out of 5,332 ETFs

Performance

1 Year

+19.1%

3 Years

+15.0%

5 Years

N/A

What's inside

Asset class
Strategy
active selection
Cap
large

Asset allocation

Stocks
99.7%
Cash
0.3%

Sector breakdown

Healthcare
22.8%
Industrials
21.0%
Technology
14.8%
Communication
8.7%
Consumer Defensive
8.2%
Energy
7.9%
Consumer Cyclical
6.8%
Financial Services
5.5%
Other
4.2%

Top holdings

Uber Technologies IncUBER5.5%
Elevance Health IncELV4.9%
Delta Air Lines IncDAL4.7%
Union Pacific CorpUNP4.7%
Nintendo Co Ltd ADRNTDOY4.6%
Bristol-Myers Squibb CoBMY4.5%
Amrize Ltd Registered ShareAMRZ.SW4.2%
Honeywell International IncHON4.1%
Align Technology IncALGN4.1%
NXP Semiconductors NVNXPI4.0%

Risk profile

Volatility (1Y)

14.1%

Moderate

Max drawdown

-15.7%

Worst peak-to-trough loss

Sharpe (3Y)

0.80

Decent risk-adjusted returns

Sortino (3Y)

1.17

Good downside protection

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Data updated on 2026-05-05