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Liberty One Defensive Dividend Growth (EASY) ETF Holdings & Analysis
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What EASY does
The Liberty One Defensive Dividend Growth ETF (EASY) allocates its capital to large-cap American corporations. Its strategy targets enterprises that boast a long history of consistently distributing and increasing their dividend payments, with a particular emphasis on those deemed resilient to economic downturns by the Adviser. Such businesses are characterized by sustained demand for their offerings, even during periods of economic contraction, owing to factors like inelastic demand, recurring revenue models, and significant customer switching costs. They typically exhibit more predictable earnings, consistent cash generation, and reduced sensitivity to broader business cycles. EASY's selection process integrates macroeconomic sector analysis with rigorous individual company evaluations to pinpoint firms possessing robust dividend policies and minimal revenue fluctuation. While the portfolio often favors sectors such as consumer staples, public utilities, pharmaceuticals, and technology, it maintains the agility to modify its sectoral allocations as market conditions shift. Ultimately, by concentrating on companies that have proven their capacity to sustain dividend growth across varying economic environments, the fund aims to deliver both capital appreciation and dependable income streams.
Fund profile
Top holdings
| Holding | Weight | |
|---|---|---|
| Eli Lilly & Company | 5.93% | |
| Cardinal Health, Inc. | 5.78% | |
| Johnson & Johnson | 5.55% | |
| UnitedHealth Group, Inc. | 5.36% | |
| Casey's General Stores, Inc. | 5.05% | |
| Coca-Cola Company (The) | 4.92% | |
| Waste Management, Inc. | 4.66% | |
| McKesson Corporation | 4.64% | |
| Chubb Ltd. | 4.58% | |
| Microsoft Corporation | 4.40% |
Geographic allocation
| United States | 90.94% |
| Switzerland | 4.58% |
| Other | 0.84% |
| United Kingdom | 3.64% |
PortView Portfolio Insights
PortView analyzes how EASY fits your actual portfolio — position weight, ETF overlap with your other funds, sector and geographic exposure, concentration, and how this fund contributes to your portfolio risk and return. Connect a portfolio to see your personalized figures; PortView never shows another user's private holdings.
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Frequently asked questions
- What does EASY track?
- EASY is the Liberty One Defensive Dividend Growth ETF, a Other ETF.
- What is the expense ratio of EASY?
- Expense ratio data for EASY is shown on the page when available from our data provider.
- What are the largest holdings in EASY?
- Top holdings include LLY, CAH, JNJ, UNH, CASY.
- How can PortView analyze EASY overlap with other ETFs?
- PortView computes the holdings overlap between EASY and the other ETFs and stocks you own, plus your combined sector and geographic exposure, so you can see true diversification.
The information provided by PortView is for informational and educational purposes only and does not constitute investment advice. Market data may be delayed. Past performance does not guarantee future results.