Core Viewpoint - The American Conservative Values ETF (ACVF) has rebalanced its portfolio to include companies that align with conservative values, emphasizing its commitment to fighting against what it perceives as the suppression of conservative voices and the infringement on Second Amendment rights [1][2]. Group 1: Portfolio Changes - As of February 19, 2025, ACVF added Trump Media, Olin, Sturm, Ruger, and Smith & Wesson to its portfolio [1][6]. - The fund currently excludes 37 companies that represent 30% of the S&P 500, including major corporations like Walt Disney, Blackrock, Google, and Amazon [2][6]. Group 2: Performance and Strategy - Since its launch in October 2020, ACVF has performed in line with the S&P 500 while strategically boycotting companies that promote a liberal agenda [2][3]. - The fund's management asserts that avoiding politically active companies does not compromise returns, but rather protects shareholder value [2][3]. Group 3: Investment Philosophy - ACVF aims to provide an investment alternative that reflects conservative political values, believing that politically active companies can negatively impact shareholder returns [3][4]. - The fund's managers emphasize a focus on meritocracy and shareholder value, avoiding companies that prioritize political agendas over financial performance [3][4].
ACVF – Conservative Values ETF – Rebalances Portfolio Adds: Trump Media (DJT), Olin (OLN), Sturm, Ruger (RGR) and Smith & Wesson (SWBI) to its portfolio