GKAdvisorShares Gerber Kawasaki ETF
Seeks long-term capital appreciation.
By AdvisorShares · Launched 2021
Annual Cost
0.77%
#4,223 of 6,040 · expensive
Fund Size
$31M
#4,226 of 6,040 · small
Return (1Y)
+9.6%
Track Record
5 years
#2,379 of 6,040 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$11,021+10.2%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
North americaCap
Large
Strategy
Active selection
Factor
Growth
Sector
Information technologyHoldings
By weightConcentration
Top 10 holdings = 58.7% of fundmoderately concentrated
NVIDIA Corp.
8.3%
Alphabet Inc.
8.3%
Eli Lilly & Co.
7.1%
Broadcom Inc
6.7%
GE Vernova Inc.
6.0%
Trane Technologies PLC
4.7%
BLACKROCK TREASURY TRUST
4.7%
Netflix, Inc.
4.6%
Quanta Services, Inc.
4.1%
Apple Inc.
4.1%
Asset allocation
Stocks
96.4%
Bonds
3.6%
By sector
Technology
39.6%
Industrials
20.0%
Communication
17.3%
Healthcare
10.4%
Financial Services
8.8%
Consumer Cyclical
4.0%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
19.8%Moderate
Year-on-year price swings
Max drawdown
-47.7%Severe
Worst peak-to-trough loss
Sharpe (3Y)
0.74Decent risk-adjusted returns
Sortino (3Y)
1.08Good downside protection
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks long-term capital appreciation.
- Strategy
- Actively manages a focused portfolio of U.S. growth stocks, primarily investing in companies with capitalizations of $1 billion or more. The strategy leverages proprietary research to identify top companies within fast-growing macroeconomic trends, with a significant portion typically in the information technology sector.
- Inception date
- July 1, 2021
- Fund family
- AdvisorShares
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Data updated on 2026-09-18