Distillate Fundamental Ownership
| DSTL Etf | USD 56.16 0.81 1.46% |
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
Distillate | Build AI portfolio with Distillate Etf |
Distillate Etf Ownership Analysis
Distillate Fundamental is is formed as Regulated Investment Company in the United States. ETF is managed and operated by U.S. Bancorp Fund Services, LLC. The fund has 103 constituents with avarage daily trading value of 132 K. The fund charges 0.39 percent management fee with a total expences of 0.39 percent of total asset. The fund created five year return of 13.0%. Distillate Fundamental retains 99.84% of assets under management (AUM) in equities. This fund last dividend was 0.297 per share. Under normal circumstances, at least 80 percent of the funds net assets, plus borrowings for investment purposes, will be invested in U.S. assets. Distillate is traded on NYSEARCA Exchange in the United States. To learn more about Distillate Fundamental Stability call the company at NA.Sector Exposure (%)
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Distillate Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Distillate Fundamental , and the less return is expected.
Investment Allocations (%)
Top Etf Constituents
| DIS | Walt Disney | Stock | |
| ABBV | AbbVie Inc | Stock | |
| WMT | Walmart | Stock | |
| V | Visa Class A | Stock | |
| UNH | UnitedHealth Group Incorporated | Stock | |
| T | ATT Inc | Stock | |
| PG | Procter Gamble | Stock | |
| ORCL | Oracle | Stock | |
| MSFT | Microsoft | Stock | |
| META | Meta Platforms | Stock | |
| JNJ | Johnson Johnson | Stock | |
| INTC | Intel | Stock | |
| HD | Home Depot | Stock | |
| GOOGL | Alphabet Inc Class A | Stock | |
| FB | ProShares Trust ProShares | Etf | |
| CSCO | Cisco Systems | Stock | |
| CMCSA | Comcast Corp | Stock | |
| AVGO | Broadcom | Stock | |
| AMZN | Amazon Inc | Stock | |
| AMGN | Amgen Inc | Stock | |
| AAPL | Apple Inc | Stock | |
| IBM | International Business Machines | Stock |
Institutional Etf Holders for Distillate Fundamental
| MCNAX | Madison Servative Allocation | Mutual Fund | |
| MAGSX | Madison Aggressive Allocation | Mutual Fund | |
| MMDAX | Madison Moderate Allocation | Mutual Fund |
Distillate Fundamental Outstanding Bonds
Distillate Fundamental issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Distillate Fundamental uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Distillate bonds can be classified according to their maturity, which is the date when Distillate Fundamental Stability has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| MPLX LP 4125 Corp BondUS55336VAK61 | View | |
| BNP Paribas FRN Corp BondUSF1R15XK367 | View | |
| Morgan Stanley 3971 Corp BondUS61744YAL20 | View | |
| Valero Energy Partners Corp BondUS91914JAA07 | View |
Building efficient market-beating portfolios requires time, education, and a lot of computing power!
The Portfolio Architect is an AI-driven system that provides multiple benefits to our users by leveraging cutting-edge machine learning algorithms, statistical analysis, and predictive modeling to automate the process of asset selection and portfolio construction, saving time and reducing human error for individual and institutional investors.
Try AI Portfolio ArchitectCheck out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Distillate Fundamental Stability. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in estimate. You can also try the Portfolio Suggestion module to get suggestions outside of your existing asset allocation including your own model portfolios.
The market value of Distillate Fundamental is measured differently than its book value, which is the value of Distillate that is recorded on the company's balance sheet. Investors also form their own opinion of Distillate Fundamental's value that differs from its market value or its book value, called intrinsic value, which is Distillate Fundamental's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Distillate Fundamental's market value can be influenced by many factors that don't directly affect Distillate Fundamental's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Distillate Fundamental's value and its price as these two are different measures arrived at by different means. Investors typically determine if Distillate Fundamental is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Distillate Fundamental's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.