American Conservative Values ETF (ACVF)
ARCA ARCA Primary Summary
ACVF Chart
ACVF: Why I'm Downgrading This Right-Leaning Conservative Values ETF
American Conservative Values ETF excludes many mega-cap companies like Apple, Amazon, and Alphabet, which its managers perceive as misaligned with conservative principles. Since my last review, I've noticed only very minor changes to the portfolio. Historical portfolio rates also indicate that for an actively managed fund, there's surprisingly little activity. I took a neutral position in my initial review of the ACVF ETF four months ago. However, I'm now convinced that ACVF overcharges investors with an excessive 0.75% expense ratio.
ACVF: High Quality ETF Designed For Conservative Values Investors
ACVF is an actively managed large-cap blend ETF that specifically excludes companies deemed "hostile" to conservative values. The ETF has $101 million in assets and a 0.75% expense ratio. Key exclusions include Apple, Alphabet, Amazon, Meta Platforms, and Netflix. Even without these, ACVF has delivered solid returns since its inception. Despite these impressive results, my analysis reveals ACVF does not have an advantage over SPY fundamentally. Expect it to lag behind due to its high expense ratio.
ACVF: A Conservative Focus Fund That Performs Like The S&P 500
The American Conservative Values ETF aligns investments with conservative political views, focusing on large-cap U.S. companies that meet its criteria. ACVF's hands-on management avoids companies perceived as against conservative values, offering a unique option in today's politically charged environment. The fund's sector weightings lean heavily towards Information Technology, with notable underweight in Communication Services due to perceived "woke" content.
American Conservative Values ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 131 | $6,470.09 | $7,062.22 | $592.13 | 9.15% |
 Allison Brooke Blake WorthPointe LLC | 76,795 | $3.79M | $4.12M | $325,226.82 | 8.57% |
 Justin Halverson Great Waters Wealth Management | 6,389 | $283,527.32 | $343,728.2 | $60,200.88 | 21.23% |
 Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 4,479 | $213,265 | $240,774.33 | $27,509.33 | 12.9% |
 Christopher C. Powers Farther Finance Advisors, LLC | 19,825 | $949,020.4 | $1.06M | $109,238.1 | 11.51% |
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American Conservative Values ETF Profile
| ARCA Exchange | US Country |
Overview
The fund is designed for investors looking to align their investment strategies with their political beliefs, particularly those of a conservative nature. It focuses on investing in U.S. companies that adhere to certain conservative criteria, prioritizing investments in equity securities of companies with large market capitalizations. This approach not only aims to meet the investment objectives through strategic asset allocation but also ensures that investments are made in companies whose practices and policies resonate with politically conservative values. By allocating at least 80% of its net assets, plus any borrowings for investment purposes, into such equity securities, the fund maintains a strong dedication to its core investment philosophy. The fund thereby offers a unique proposition for like-minded investors seeking to make investment decisions that reflect their political and fiscal convictions.
Products and Services
This fund mainly offers investment opportunities which can be categorized based on the nature and type of equity securities it focuses on. Here is a closer look at its product offerings:
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Equity Securities Investment
At its core, the fund prioritizes investments in equity securities of U.S. companies that meet specific politically conservative criteria. This includes companies of various industries but particularly those with large market capitalizations, indicative of stable, well-established entities. This strategy is designed to offer investors the opportunity to invest in a portfolio that reflects their conservative values, focusing on companies that adhere to practices and governance aligned with such principles.
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Strategic Asset Allocation
Aside from specific stock selections, the fund emphasizes strategic asset allocation, ensuring that at least 80% of the fund’s net assets are invested in the targeted equity securities. This disciplined approach to maintaining a significant portion of the fund’s assets in designated investments underpins the fund's commitment to its conservative investment objective. It employs borrowings for investment purposes when necessary to achieve its allocation goals, demonstrating flexibility in capital deployment to maintain its strategic focus.
