Analysis

Key stats

About Astoria US Equal Weight Quality Kings ETF

ROE actively manages a portfolio of US, large- and mid-cap stocks believed to have the highest quality, valuation, dividend potential, and growth metrics across sectors. The fund aims for an equally weighted and sector-optimized portfolio. The sub-adviser's proprietary quantitative screen evaluates individual securities while attempting a sector-optimized selection by using metrics that vary in quality and robustness. Factors such as ROE, ROI, P/E ratio, dividend yield, projected growth estimates, and earnings momentum are considered but only the metrics that best define a sector are utilized. The top 50 to 100 stocks based on their weighted average rank on each factor are selected. The sub-adviser continuously monitors investments through its quantitative and systematic approach to best position the portfolio for changing economic trends valuations, or earnings. As an actively managed fund, positions may change depending on the sub-adviser's proprietary rankings and market assessment. On April 22, 2024, the fund appended Equal Weight to its fund name.