In all, we see 100 holdings in the portfolio, which is of course 20% of the S&P 500, giving investors the familiarity of select names that they may already own perhaps either as individual stocks if not as part of S&P 500 tracking baskets represented by perhaps SPY (SPDR S&P 500, Expense Ratio 0.09%) or IVV (iShares Core S&P 500, Expense Ratio 0.07%) for instance. From an ETF category standpoint, CAPX falls within the “Large Cap Growth Equity” space which is populated by well- known products such as QQQ (PowerShares QQQ, Expense Ratio 0.20%), IWF (iShares Russell 1000 Growth, Expense Ratio 0.20%), and VUG (Vanguard Growth, Expense Ratio 0.09%) to name some of the larger funds.
Elkhorn S&P 500 Capital Expenditures Portfolio
For more information on Street One ETF market commentary and ETF trade execution/liquidity services, contact Paul Weisbruch at [email protected]
Street One Financial is an educational/research firm utilizing the Broker Dealer services of Precision Securities, a FINRA registered Broker/Dealer.