ITEQAmplify BlueStar Israel Technology ETF

Grow my money10y track recordRanked #1,751 of 2,960 in this goal

The Amplify BlueStar Israel Technology ETF seeks investment results that generally correlate to the total return performance of the BlueStar Israel Global Technology Index.

By Amplify ETFs · Launched 2015

Annual Cost

0.75%

#3,765 of 5,562 · expensive

Fund Size

$124M

#2,738 of 5,562 · mid-size

Return (1Y)Goal

+23.9%

Track Record

10 years

#1,362 of 5,562 · established

Performance

Total-return NAV · USD

Growth of $10,000

$12,272+22.7%

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

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

Emerging markets

Cap

Multi cap

Strategy

Index tracking

Sector

Information technology

Index tracked

BlueStar Israel Global Technology Index

What it actually holds

By weight

Concentration

Top 10 holdings = 52.6% of fundmoderately concentrated

Elbit Systems Ltd

8.7%

CyberArk Software Ltd

7.2%

Check Point Software Technolog

7.1%

Tower Semiconductor Ltd

5.4%

Nice Ltd

4.8%

Amdocs Ltd

4.5%

JFrog Ltd

4.4%

Nova Ltd

3.7%

Ormat Technologies Inc

3.5%

Monday.com Ltd

3.4%

Asset allocation

Stocks

99.3%

Cash

0.7%

Other

0.0%

By sector

Technology

59.9%

Industrials

17.4%

Utilities

10.5%

Financial Services

5.0%

Consumer Cyclical

3.4%

Healthcare

2.3%

Communication

1.5%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

23.8%High

Year-on-year price swings

Max drawdown

-54.6%Severe

Worst peak-to-trough loss

Sharpe (3Y)

0.44Below average

Sortino (3Y)

0.62Moderate downside risk

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: The Amplify BlueStar Israel Technology ETF seeks investment results that generally correlate to the total return performance of the BlueStar Israel Global Technology Index.
Strategy: Invests primarily in component securities of the BlueStar Israel Global Technology Index, focusing on Israeli technology companies. Uses a passive indexing approach to achieve investment results that correlate with the Index.
Inception date: November 2, 2015
Fund family: Amplify ETFs