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Stance Sustainable Beta (CHGX) ETF Holdings & Analysis
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What CHGX does
This index is designed to track the performance of an equally weighted collection of approximately 100 U.S.-listed companies, encompassing both large and mid-market capitalizations. The fund's investment manager endeavors to deploy virtually all of its assets into the precise securities that comprise this underlying index. The expectation from management is that the fund's financial results will maintain a strong correspondence with the index's performance, achieving a correlation of 95% or greater over time.
Fund profile
Top holdings
| Holding | Weight | |
|---|---|---|
| Accenture PLC | 1.27% | |
| Maplebear Inc | 1.23% | |
| NetApp Inc | 1.22% | |
| Intuitive Surgical Inc | 1.21% | |
| Atlassian Corp | 1.18% | |
| SharkNinja Inc | 1.17% | |
| Cadence Design Systems Inc | 1.16% | |
| Synopsys Inc | 1.15% | |
| Texas Instruments Inc | 1.15% | |
| Palo Alto Networks Inc | 1.14% |
Sector allocation
| Technology | 39.00% |
| Financial Services | 13.97% |
| Healthcare | 11.53% |
| Consumer Cyclical | 11.43% |
| Communication Services | 8.22% |
| Industrials | 7.73% |
| Consumer Defensive | 4.21% |
| Basic Materials | 2.05% |
| Real Estate | 1.87% |
Geographic allocation
| United States | 94.42% |
| Australia | 1.18% |
| Other | 0.45% |
| Ireland | 3.21% |
| Singapore | 0.75% |
PortView Portfolio Insights
PortView analyzes how CHGX 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.
Analyze CHGX in PortView →Related securities
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Frequently asked questions
- What does CHGX track?
- CHGX is the Stance Sustainable Beta ETF, a Other ETF.
- What is the expense ratio of CHGX?
- Expense ratio data for CHGX is shown on the page when available from our data provider.
- What are the largest holdings in CHGX?
- Top holdings include ACN, CART, NTAP, ISRG, TEAM.
- How can PortView analyze CHGX overlap with other ETFs?
- PortView computes the holdings overlap between CHGX 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.