Key stats
About AdvisorShares Trust AdvisorShares HVAC and Industrials ETF
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Inception date
Feb 4, 2025
Structure
Open-Ended Fund
Distributes
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Tax on distributions
Qualified dividends
Primary advisor
AdvisorShares Investments LLC
Distributor
Foreside Fund Services LLC
HVAC invests in US-listed equities and ADRs of companies engaged in the HVAC (heating, ventilation, and air conditioning) and industrial sectors. Holdings include companies deriving significant revenue from HVAC-related activities, such as development, distribution, manufacturing, usage, servicing, and installation of heating, ventilation, and cooling HVAC systems. The industrial sector includes capital goods, construction and engineering firms, commercial services providers, and transportation companies. The manager targets industry leaders in residential, commercial, or institutional markets with strong growth potential. Security selection utilizes external analyst ratings and proprietary tools to identify high-growth opportunities. Investments are based on valuation metrics, macroeconomic trends, and industry positioning, while holdings may be sold due to market conditions, overvaluation, or more attractive opportunities.
Classification
What's in the fund
Exposure type
Producer Manufacturing
Electronic Technology
Stock breakdown by region
Displays a symbol's price movements over previous years to identify recurring trends.