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CHRI ETF Analysis

For informational purposes only. Not financial advice.

Quick Answer

CHRI is an ETF focused on providing exposure to a concentrated portfolio of leading companies. , CHRI offers a focused approach to investing in large-cap equities. The fund's top holdings include well-known technology and consumer discretionary giants.

CHRI presents a concentrated bet on a small number of established companies, potentially offering high growth but also increased risk. Past performance does not guarantee future results.

Data Sources: Yahoo Finance · Financial Modeling Prep

CHRI ETF — Price, Holdings & Analysis

CHRI is an ETF focused on providing exposure to a concentrated portfolio of leading companies. , CHRI offers a focused approach to investing in large-cap equities. The fund's top holdings include well-known technology and consumer discretionary giants. CHRI presents a concentrated bet on a small number of established companies, potentially offering high growth but also increased risk. Past performance does not guarantee future results.

ETF Overview

CHRI aims to deliver returns through a highly concentrated portfolio of established companies. Unlike broad market ETFs, resulting in significant concentration risk but also the potential for outsized gains if its selected holdings perform well. The fund's strategy centers around identifying and investing in companies with strong market positions and growth prospects. A significant portion of CHRI's assets are allocated to the technology sector, with top holdings like NVIDIA Corp (7.39%), Apple Inc (6.69%), and Microsoft Corp (5.00%). The fund also has exposure to consumer discretionary through holdings such as Amazon.com Inc (3.52%) and Tesla Inc (1.95%). This concentrated approach makes CHRI suitable for investors seeking targeted exposure to a select group of market-leading companies. Past performance does not guarantee future results.

Risk Metrics

CHRI's presents a significant concentration risk. A downturn in any of its top holdings could have a substantial negative impact on the fund's overall performance. The fund's heavy allocation to the technology sector also exposes it to sector-specific risks, such as changes in technology trends, increased competition, or regulatory challenges. With a beta of 0.00, CHRI has demonstrated no correlation to the market. Investors should carefully consider their risk tolerance and investment objectives before investing in CHRI, as its concentrated nature and sector focus may not be suitable for all investors. Past performance does not guarantee future results.

What does CHRI hold?

HoldingWeight
NVIDIA Corp (NVDA)7.39%
Apple Inc (AAPL)6.69%
Microsoft Corp (MSFT)5.00%
Amazon.com Inc (AMZN)3.52%
Alphabet Inc Class A (GOOGL)3.15%
Broadcom Inc (AVGO)2.59%
Alphabet Inc Class C (GOOG)2.51%
Meta Platforms Inc Class A (META)2.45%
Tesla Inc (TSLA)1.95%
Berkshire Hathaway Inc Class B (BRK-B)1.65%

Dividend Yield

0.00%

Risk Metrics

  • Beta: 0.00

Questions & Answers

What is CHRI and what does it track?

CHRI is an exchange-traded fund (ETF) that provides investors with exposure to a concentrated portfolio of leading companies. CHRI's top holdings include companies like NVIDIA Corp, Apple Inc, and Microsoft Corp, reflecting its emphasis on the technology sector.

This concentrated approach distinguishes CHRI from broader market ETFs, offering the potential for outsized gains but also increased risk. Past performance does not guarantee future results.

What are the top holdings in CHRI?

CHRI's top holdings are heavily weighted towards technology and consumer discretionary companies. As of 2026-03-15, the top three holdings include NVIDIA Corp (7.39%), Apple Inc (6.69%), and Microsoft Corp (5.00%).

These companies represent a significant portion of the fund's total assets, reflecting its concentrated investment strategy. The fund's top holdings provide insight into its overall investment focus and potential performance drivers. Past performance does not guarantee future results.

Is CHRI a good long-term investment?

Whether CHRI is a suitable long-term investment depends on an investor's individual circumstances and risk tolerance. CHRI's concentrated portfolio offers the potential for high growth, but also exposes investors to increased risk.

The fund's significant allocation to the technology sector may appeal to investors bullish on the sector's long-term prospects.

How does CHRI compare to similar ETFs?

CHRI differentiates itself from similar ETFs through its highly. Many ETFs offer broader diversification across a larger number of companies and sectors. CHRI's approach may appeal to investors seeking targeted exposure to a select group of market-leading companies.

However, its concentrated nature also makes it more sensitive to market fluctuations and company-specific events.

Does CHRI pay dividends?

According to the provided data, CHRI has a dividend yield of 0.00%. This indicates that the fund does not currently distribute dividends to its shareholders. Investors seeking income-generating investments may want to consider other ETFs with a higher dividend yield.

However, CHRI's focus on growth-oriented companies may prioritize capital appreciation over dividend payments. Past performance does not guarantee future results.

Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.

Data provided for informational purposes only.

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