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HELO
JPMorgan Hedged Equity Laddered Overlay ETF
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Holding HELO?
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HELO Holdings Information

HELO has a total of 168 holdings. The top 10 holdings account for 37.02%.
Holdings Count
168
Total Assets
1.94B
Top 10 Percentage
37.02%
Asset Class
Equity
Category
Size And Style
Region
North America
See the full list of holdings, find out what stocks are the most undervalued and get access to the all ETF's smart score and filters.Go Premium
168 Holdings as of Nov 11, 2024
168 Holdings as of Nov 11, 2024
Name
Weight %
Market Value
Price & Change
Market Cap
Yearly Gain
Analyst Consensus
Analyst Price Target
Smart Score
Follow
NVDA
Nvidia Corporation
7.72%
$153.08M
―
$3.56T
200.53%
39 Buy
3 Hold
0 Sell
Strong Buy
―
MSFT
Microsoft
6.91%
$137.11M
―
$3.11T
13.08%
26 Buy
3 Hold
0 Sell
Strong Buy
―
AAPL
Apple Inc
6.65%
$131.90M
―
$3.39T
20.29%
24 Buy
8 Hold
2 Sell
Moderate Buy
―
AMZN
Amazon.Com, Inc.
4.33%
$85.95M
―
$2.17T
44.08%
44 Buy
1 Hold
0 Sell
Strong Buy
―
META
Meta Platforms, Inc.
2.90%
$57.59M
―
$1.47T
77.38%
41 Buy
3 Hold
1 Sell
Strong Buy
―
GOOGL
Alphabet Inc. Class A
2.08%
$41.20M
―
$2.22T
36.02%
27 Buy
7 Hold
0 Sell
Strong Buy
―
MA
Mastercard Inc
1.70%
$33.74M
―
$486.56B
34.42%
21 Buy
4 Hold
0 Sell
Strong Buy
―
UNH
Unitedhealth Group Inc.
1.64%
$32.57M
―
$575.41B
15.53%
18 Buy
1 Hold
0 Sell
Strong Buy
―
TSLA
Tesla Motors
1.59%
$31.54M
―
$1.12T
63.06%
11 Buy
14 Hold
9 Sell
Hold
―
BRK.B
Berkshire Hathaway B
1.49%
$29.47M
―
$1.01T
33.32%
1 Buy
1 Hold
0 Sell
Moderate Buy
―
Rows:
10

Sector Breakdown

33.91%Technology12.88%Consumer Cyclical12.83%Financial10.84%Healthcare8.31%Communication Services7.96%Industrials3.52%Consumer Defensive3.42%Energy2.35%Utilities2.11%Real Estate1.88%Basic Materials33.91%Technology
Technology
33.91%
Consumer Cyclical
12.88%
Financial
12.83%
Healthcare
10.84%
Communication Services
8.31%
Industrials
7.96%
Consumer Defensive
3.52%
Energy
3.42%
Utilities
2.35%
Real Estate
2.11%
Basic Materials
1.88%

Countries Breakdown

100.00%United States100.00%United States
United States
100.00%

Breakdown By Smart Score

13.02%Outperform1022.66%Outperform918.99%Outperform811.35%Neutral717.78%Neutral612.59%Neutral51.59%Neutral41.46%Underperform30.55%Underperform27
The weighted average smart score of the HELO ETF is 7
10
13.02%
9
22.66%
8
18.99%
7
11.35%
6
17.78%
5
12.59%
4
1.59%
3
1.46%
2
0.55%
1
0.00%

HELO ETF FAQ

What are ETF HELO’s top 3 holdings?
HELO’s top 3 holdings are NVDA, MSFT, AAPL.
    What is ETF HELO’s holdings count?
    ETF HELO’s is holdings 168 different assets.
      What are the total assets of ETF HELO?
      ETF HELO’s total assets are 1.94B.

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