PortfolioMetrics

ENTR

- ERShares Entrepreneurs ETF

Key Information

Earliest date2017-11-08
ExchangeNYSE
Instrument TypeETF
MIC CodeARCX
CountryUnited States

ETF Information

Fund ProviderCapital Impact Advisors
IndexEntrepreneur 30 Index
Expense Ratio0.75%
Number Of Holdings29
Inception Date2017-11-07
Asset ClassEquity
ListingUS-listed
SectorTechnology
Investment StyleGrowth
Non-leveragedNon-leveraged

About ENTR

The ERShares Entrepreneurs ETF (ENTR) is an actively managed fund that invests in large-cap US companies that demonstrate entrepreneurial characteristics, as measured by the proprietary Entrepreneur Factor (EF). The EF incorporates a bottom-up investment approach powered by artificial intelligence, considering factors such as momentum, sector, growth, value, leverage, market cap, and geographic orientation. The fund aims to deliver strong performance across various investment strategies while maintaining a consistent risk profile. The portfolio typically concentrates on sectors such as Information Technology, Healthcare, Communication Services, and Consumer Discretionary, and includes companies led by exceptional entrepreneurs who drive disruptive innovation and wealth creation.