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GFGFGuru Favorite Stocks ETF

Grow my money4y track recordRanked #2,373 of 2,999 in this goal

Seeks long-term capital appreciation.

By GuruFocusETF · Launched 2021

Annual Cost

0.66%

#3,518 of 5,861 · average

Fund Size

$37M

#3,960 of 5,861 · small

Return (1Y)Goal

+9.6%

Track Record

4 years

#2,506 of 5,861 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$11,160+11.6%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Large

Strategy

Active selection

What it actually holds

By weight

Concentration

Top 10 holdings = 48.1% of fundmoderately concentrated

NVIDIA CorpNVDA
7.3%
Taiwan Semiconductor Manufacturing Co LtdTSM
6.6%
First American Government Obligations FundFGXXX
5.6%
Alphabet IncGOOGL
4.7%
MSCI IncMSCI
4.7%
Berkshire Hathaway IncBRK/B
4.1%
Microsoft CorpMSFT
3.8%
Eli Lilly & CoLLY
3.8%
ASML Holding NVASML
3.7%
Visa IncV
3.7%

Asset allocation

Stocks
92.7%
Cash
7.3%

By sector

Technology
35.1%
Financial Services
31.4%
Healthcare
14.8%
Communication
10.2%
Consumer Cyclical
6.5%
Industrials
2.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
13.0%Moderate

Year-on-year price swings

Max drawdown
-28.0%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
0.81Decent risk-adjusted returns
Sortino (3Y)
1.17Good downside protection

Listing

Exchange
NASDAQ Global Select Market

Full fund details

Objective
Seeks long-term capital appreciation.
Strategy
Actively manages a portfolio of 25-35 high-quality U.S.-listed equity securities favored by prominent long-term investors (Gurus) at reasonable prices. The Sub-Adviser ranks securities based on Guru ownership and employs a proprietary methodology to assess quality and value, with significant exposure to Financials, Information Technology, and Communication Services sectors.
Inception date
December 15, 2021
Fund family
GuruFocusETF

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Data updated on 2026-08-04