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YOKE Core (YOKE) ETF Holdings & Analysis
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What YOKE does
The YOKE Core ETF is an actively managed fund that strategically invests in both U.S. and international equity markets. Its investment methodology divides assets equally among three core strategies: momentum, quality, and a dynamic risk-on/risk-off approach. For its momentum strategy, the fund analyzes the current phase of the business cycle to identify and select securities exhibiting positive price trends. The quality strategy utilizes a unique combination of proprietary qualitative and quantitative fundamental indicators to determine a company's attractiveness and potential for future growth. Lastly, the risk-on/risk-off strategy proactively adjusts investments based on market valuations and perceived risk levels, reallocating towards more defensive equity positions when market conditions warrant. While the fund primarily purchases securities directly, it also has the option to invest in cost-efficient exchange-traded funds. Exposure to foreign markets is typically gained through investments in American Depositary Receipts (ADRs), Global Depositary Receipts (GDRs), and ETFs focused on developed market equities. The sale of portfolio holdings is generally determined at the discretion of the investment adviser.
Fund profile
Top holdings
| Holding | Weight | |
|---|---|---|
| Alphabet Inc | 4.97% | |
| NVIDIA Corp | 3.73% | |
| Apple Inc | 3.66% | |
| Johnson & Johnson | 3.51% | |
| Microsoft Corp | 3.30% | |
| EMCOR Group Inc | 3.16% | |
| WW Grainger Inc | 3.10% | |
| ASML Holding NV | 3.09% | |
| ExxonMobil Holdings Corp | 2.88% | |
| Rolls-Royce Holdings PLC | 2.83% |
Geographic allocation
| United States | 87.08% |
| Switzerland | 2.76% |
| United Kingdom | 4.63% |
| Other | 0.37% |
| Ireland | 1.57% |
| Singapore | 0.51% |
| Netherlands | 3.09% |
PortView Portfolio Insights
PortView analyzes how YOKE 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 YOKE track?
- YOKE is the YOKE Core ETF, a Other ETF.
- What is the expense ratio of YOKE?
- Expense ratio data for YOKE is shown on the page when available from our data provider.
- What are the largest holdings in YOKE?
- Top holdings include GOOGL, NVDA, AAPL, JNJ, MSFT.
- How can PortView analyze YOKE overlap with other ETFs?
- PortView computes the holdings overlap between YOKE 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.