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LeaderShares Equity Skew (SQEW) ETF Holdings & Analysis
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What SQEW does
The LeaderShares Equity Skew ETF aims for substantial long-term capital appreciation. This actively managed exchange-traded fund primarily invests in equity securities, allocating a minimum of 80% of its net assets, including any borrowed capital, to stocks. This includes direct stock investments and holdings in other equity-focused ETFs. The fund employs a contrarian strategy, systematically increasing exposure to underperforming asset classes and/or factors while reducing positions in outperforming ones, all based on comprehensive quantitative research. Its core equity exposures encompass large-cap growth, large-cap value, small-cap growth, small-cap value, and emerging market equities. The allocation to these styles is determined through proprietary quantitative methodologies that integrate "statistical skew" – a measure of the asymmetry in a return distribution among various constituents. By evaluating skewness, the adviser assesses how recent returns of each of the five equity groups align with their historical return patterns. This process typically results in higher allocations to security groups that have recently underperformed and lower allocations to those that have recently outperformed during portfolio rebalancing. The ETF further restricts its investments to equity securities with a minimum market capitalization of $1 billion.
Fund profile
Top holdings
| Holding | Weight | |
|---|---|---|
| US DOLLARS | 99.98% | |
| Receivables/Payables | 0.02% |
Sector allocation
| Basic Materials | 4.23% |
| Communication Services | 6.29% |
| Consumer Cyclical | 12.84% |
| Consumer Defensive | 4.17% |
| Energy | 3.92% |
| Financial Services | 17.79% |
| Healthcare | 8.82% |
| Industrials | 11.17% |
| Real Estate | 5.11% |
| Technology | 23.36% |
| Utilities | 2.31% |
Geographic allocation
| United States | 99.98% |
| Other | 0.02% |
PortView Portfolio Insights
PortView analyzes how SQEW 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 SQEW track?
- SQEW is the LeaderShares Equity Skew ETF, a Other ETF.
- What is the expense ratio of SQEW?
- Expense ratio data for SQEW is shown on the page when available from our data provider.
- What are the largest holdings in SQEW?
- Top holdings include USD, RECPAY.
- How can PortView analyze SQEW overlap with other ETFs?
- PortView computes the holdings overlap between SQEW 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.