Brookstone Value Stock ETFBAMV
BAMV
0
Funds holding %
of 7,407 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
13% more funds holding
Funds holding: 8 [Q3] → 9 (+1) [Q4]
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
0% less capital invested
Capital invested by funds: $79.7M [Q3] → $79.7M (-$49.8K) [Q4]
0.39% less ownership
Funds ownership: 97.45% [Q3] → 97.06% (-0.39%) [Q4]
Research analyst outlook
We haven’t received any recent analyst ratings for BAMV.
Financial journalist opinion
Positive
Seeking Alpha
2 months ago
BAMV: Fundamentals Not Competitive With Low Cost Large-Cap Value Peers
BAMV is an actively managed fund comprised of 30 U.S. stocks chosen based on market cap, reputation, value, growth, relevance to investors, and third-party financial ratings. I compared BAMV to four active and passive large-cap value ETF peers to see if they offered a similarly attractive factor mix to save on BAMV's 0.95% expense ratio. Surprisingly, I found BAMV's peers were just as strong on the value factor while offering better sales growth, earnings growth, and quality metrics, even after adjusting for sector composition differences.
Negative
Zacks Investment Research
1 year ago
Starbucks Q1 Earnings Miss: ETFs in Focus
Failing to beat estimates for both revenue and estimates, ongoing geopolitical challenges continue to add to Starbuck's problems. Look into ETFs to monitor the coffee chain.
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