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QDVO is an actively managed large-cap U.S. growth equity fund that aims to pair growth exposure with consistent cash flow. It builds a concentrated portfolio (roughly 20–40 stocks) drawn from the Russell 1000 Growth universe, then sells one-month covered call options to collect option premiums. The trade-off is intentional: option income can smooth returns, but it typically caps some upside when markets rally hard.
You own a hand-picked basket of big U.S. growth stocks, plus a small cash/short-term debt sleeve for day-to-day flexibility. The fund also “rents out” some upside by selling call options each month to bring in extra income.
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Showing the largest holdings by weight in QDVO
| Logo | Ticker | ETF Weight | Market Value | |
|---|---|---|---|---|
NV | NVDA NVIDIA Corp | NVIDIA Corp | 10.50% | $66.9M |
AA | AAPL Apple Inc | Apple Inc | 9.58% | $61.1M |
GO | GOOGL Alphabet Inc | Alphabet Inc | 7.95% | $50.7M |
MS | MSFT Microsoft Corp | Microsoft Corp | 7.35% | $46.9M |
AM | AMZN Amazon.com Inc | Amazon.com Inc | 5.78% | $36.8M |
AV | AVGO Broadcom Inc | Broadcom Inc | 4.06% | $25.9M |
ME | META Meta Platforms Inc | Meta Platforms Inc | 4.02% | $25.7M |
TS | TSLA Tesla Inc | Tesla Inc | 3.31% | $21.1M |
NF | NFLX Netflix Inc | Netflix Inc | 2.63% | $16.8M |
SO | SOFR Amplify Samsung SOFR ETF | Amplify Samsung SOFR ETF | 2.49% | $15.9M |
Breakdown of QDVO by sector weightings (%)
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Top countries by weight (%)
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