MOTOGuinness Atkinson Smart Transportation & Technology ETF

Grow my money6y track recordRanked #2,533 of 2,960 in this goal

Seeks long-term capital appreciation through investments in smart transportation and technology companies.

By Guinness Atkinson · Launched 2019

Annual Cost

0.68%

#3,411 of 5,562 · average

Fund Size

$10M

#4,742 of 5,562 · small

Return (1Y)Goal

+50.2%

Track Record

6 years

#2,007 of 5,562 · seasoned

Performance

Total-return NAV · USD

Growth of $10,000

$15,119+51.2%

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

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

Global

Cap

Multi cap

Strategy

Active selection

Sector

Industrials

What it actually holds

By weight

Concentration

Top 10 holdings = 40.5% of fundmoderately concentrated

TAIWAN SEMICONDUCTOR-SP ADR

4.6%

NVIDIA CORP

4.4%

AMPHENOL CORP-CL A

4.4%

ALPHABET INC-CL C

4.3%

TESLA INC

4.2%

QUANTA SERVICES INC

3.9%

TE CONNECTIVITY PLC

3.9%

VOLVO AB-B SHS /SEK/

3.8%

SIEMENS AG-REG /EUR/

3.7%

EATON CORP PLC

3.5%

Asset allocation

Stocks

98.8%

Cash

1.2%

By sector

Technology

45.1%

Consumer Cyclical

26.4%

Industrials

18.7%

Communication

4.1%

Basic Materials

3.6%

Consumer Defensive

2.1%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

22.5%High

Year-on-year price swings

Max drawdown

-38.2%Severe

Worst peak-to-trough loss

Sharpe (3Y)

0.67Decent risk-adjusted returns

Sortino (3Y)

0.97Moderate downside risk

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks long-term capital appreciation through investments in smart transportation and technology companies.
Strategy: Invests primarily in publicly-traded equity securities of companies involved in smart transportation and technology. Focuses on firms developing safer, cleaner, or connected vehicles and transportation as a service. Actively managed with a global investment approach, including both domestic and foreign companies.
Inception date: November 15, 2019
Fund family: Guinness Atkinson