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CVARCultivar ETF

Grow my money#2559 of 2944 for Grow my money

Seeks long-term capital appreciation.

CULTIVAR ETF · Since 2021 (4 years)

Annual Cost

0.87%

#4228 out of 5,332 ETFs

Fund Size

$38M

#3591 out of 5,332 ETFs

Dividend Yield

1.53%

Track Record

4 years

#2649 out of 5,332 ETFs

Performance

1 Year

+15.5%

3 Years

+9.2%

5 Years

N/A

What's inside

Asset class
Strategy
active selection
Cap
multi cap

Asset allocation

Stocks
92.3%
Bonds
7.7%

Sector breakdown

Healthcare
21.8%
Consumer Defensive
14.6%
Technology
11.6%
Basic Materials
10.3%
Financial Services
8.7%
Industrials
7.9%
Energy
7.8%
Utilities
6.4%
Other
10.9%

Top holdings

MarketAxess Holdings IncMKTX4.8%
Core Laboratories IncCLB3.4%
Northwest Natural Holding CoNWN2.6%
Healthcare Services Group IncHCSG2.4%
Albemarle CorpALB2.4%
Alexandria Real Estate Equities IncARE2.2%
The Hershey CoHSY2.0%
Barrick Mining CorpABX.TO2.0%

Risk profile

Volatility (1Y)

11.8%

Moderate

Max drawdown

-19.4%

Worst peak-to-trough loss

Sharpe (3Y)

0.46

Below average

Sortino (3Y)

0.67

Moderate downside risk

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Data updated on 2026-05-05