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EA Bridgeway Omni Small-Cap Value (BSVO) ETF Holdings & Analysis
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What BSVO does
The fund aims to fulfill its investment objectives by primarily allocating capital to a diverse range of small-capitalization companies, which its Sub-Adviser identifies as value stocks. Typically, a minimum of 80% of the fund's net assets (along with any borrowed capital utilized for investment) will be committed to equity or equity-related securities, such as common stocks, of small-cap firms at the time they are acquired.
Fund profile
Top holdings
| Holding | Weight | |
|---|---|---|
| Victoria's Secret & Co | 0.96% | |
| International Seaways Inc | 0.85% | |
| Scorpio Tankers Inc | 0.81% | |
| Patterson-UTI Energy Inc | 0.81% | |
| Viasat Inc | 0.79% | |
| Helmerich & Payne Inc | 0.77% | |
| Crescent Energy Co | 0.74% | |
| Bread Financial Holdings Inc | 0.72% | |
| Par Pacific Holdings Inc | 0.71% | |
| WesBanco Inc | 0.69% |
Sector allocation
| Financial Services | 34.00% |
| Consumer Cyclical | 15.91% |
| Industrials | 13.64% |
| Energy | 12.15% |
| Consumer Defensive | 5.40% |
| Healthcare | 5.12% |
| Technology | 5.12% |
| Basic Materials | 4.53% |
| Communication Services | 3.26% |
| Real Estate | 0.52% |
| Cash & Others | 0.35% |
Geographic allocation
| United States | 90.25% |
| Bermuda | 5.05% |
| Monaco | 1.40% |
| United Kingdom | 0.89% |
| Brazil | 0.87% |
| Puerto Rico | 0.40% |
| Panama | 0.39% |
| Ireland | 0.26% |
| Canada | 0.14% |
| Cayman Islands | 0.13% |
PortView Portfolio Insights
PortView analyzes how BSVO 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 BSVO track?
- BSVO is the EA Bridgeway Omni Small-Cap Value ETF, a Other ETF.
- What is the expense ratio of BSVO?
- Expense ratio data for BSVO is shown on the page when available from our data provider.
- What are the largest holdings in BSVO?
- Top holdings include VSXY, INSW, STNG, PTEN, VSAT.
- How can PortView analyze BSVO overlap with other ETFs?
- PortView computes the holdings overlap between BSVO 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.