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CWS

AdvisorShares Focused Equity ETF

http://www.advisorshares.com/fund/cws

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Asset Management

The fund seeks to achieve its investment objective by investing primarily in a focused group of U.S. exchange listed equity securities, including common and preferred stock and ADRs. It will invest at least 80% of its net assets in equity securities. The Advisor allocates the fund's portfolio investments using research obtained from a proprietary model developed by Edward J. Elfenbein, which uses a variety of methods for security selection and focuses on firms that are fundamentally sound and have shown consistency in their financial results and high earnings quality.

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Amphenol Corp (NYSE: APH) is expected to see growth driven by the AI server market, increased copper content, and the acquisition of Carlisle Interconnect Technologies (CIT). Citigroup analyst Asiya Merchant has maintained a Buy rating and raised the price target from $135 to $160. The company reported strong fiscal first-quarter 2024 results, with sales growth of 9% year-on-year and adjusted EPS of $0.80, beating analyst estimates. Amphenol stock has gained over 76% in the last 12 months. Investors can gain exposure via VictoryShares THB Mid Cap ETF (NASDAQ: MDCP) and AdvisorShares Focused Equity ETF (NYSE: CWS).

Portfolio Pulse from Anusuya Lahiri

May 28, 2024 | 6:59 pm

Amphenol Corporation (NYSE:APH) reported a 9% year-on-year sales increase for Q1 2024, reaching $3.256 billion and beating consensus estimates. Adjusted EPS was $0.80, surpassing the expected $0.73. The company announced a new $2 billion stock repurchase program and expects Q2 sales to increase by 6%-8%. APH stock has gained over 48% in the last 12 months. Investors can also gain exposure through VictoryShares THB Mid Cap ETF (NASDAQ:MDCP) and AdvisorShares Focused Equity ETF (NYSE:CWS).

Portfolio Pulse from Anusuya Lahiri

April 24, 2024 | 2:15 pm

FactSet Research Systems Inc (NYSE:FDS) reported a slight miss in Q2 fiscal 2024 sales at $545.95 million against a consensus of $546.80 million but beat EPS estimates with $4.22 versus $3.88 expected. Despite positive growth in client count and adjusted EBITDA, FDS shares dropped 5.40% to $463.04. The company reiterated its FY24 revenue and EPS outlook, and mentioned strategic investments in generative AI. FDS is included in AdvisorShares Focused Equity ETF (NYSE:CWS) and Gabelli ETFs Trust Gabelli Financial Services Opportunities ETF (NYSE:GABF).

Portfolio Pulse from Anusuya Lahiri

March 21, 2024 | 3:16 pm

Science Applications International Corp (SAIC) reported a 12% revenue decline Y/Y in Q4 fiscal 2024 to $1.74 billion, beating consensus of $1.64 billion. Adjusted EPS was $1.43, in line with consensus. The decline was mainly due to the sale of the logistics and supply chain management business, deconsolidation of FSA, and contract completions. Adjusting for these, revenues grew by 7.7%. Adjusted operating and EBITDA margins declined, and free cash flow was $97 million versus $148 million a year ago. Net bookings were $1.4 billion with a backlog of $23.1 billion. A dividend of $0.37 per share was declared. FY25 revenue outlook is raised to $7.35 billion - $7.50 billion, with adjusted EPS guidance of $8.00 - $8.20. SAIC shares dropped 9.14% in premarket trading. Investors can also gain exposure through BCDF and CWS ETFs.

Portfolio Pulse from Anusuya Lahiri

March 18, 2024 | 12:31 pm

Eddy Elfenbein, a finance blogger and ETF manager, has outperformed Berkshire Hathaway and ARK Invest with his 'set and hold' strategy through the AdvisorShares Focused Equity ETF (CWS). He creates a yearly 'buy list' of 25 stocks, rarely changing the holdings, and has achieved a 110% return since inception. His 2024 buy list includes companies like Hershey, Intuit, Moody's, HEICO, Silgan Holdings, and Aflac. Elfenbein's 'fulcrum fee' structure aligns his interests with investors, and his fund is nearing $100 million in assets under management.

Portfolio Pulse from Jeannine Mancini

January 23, 2024 | 1:30 pm

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